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Wells Fargo

1,961 hedge funds and large institutions have $112B invested in Wells Fargo in 2022 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 777 increasing their positions, 760 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 7079 (+9)

4% more capital invested

Capital invested by funds: $108B → $112B (+$4.21B)

2% more repeat investments, than reductions

Existing positions increased: 777 | Existing positions reduced: 760

0.83% more ownership

Funds ownership: 73.16%73.99% (+0.83%)

7% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 118

2% less funds holding

Funds holding: 1,9931,961 (-32)

32% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $3.26B

Holders
1,961
Holders Change
-32
Holders Change %
-1.61%
% of All Funds
33.78%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.36%
New
110
Increased
777
Reduced
760
Closed
118
Calls
$2.23B
Puts
$3.26B
Net Calls
-$1.03B
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1351
Tarbox Family Office
California
$408K
WCWM
1352
Willow Creek Wealth Management
California
$408K +$387 +9 +0.1%
RCM
1353
RB Capital Management
Nevada
$407K -$212K -4,931 -33%
LFA
1354
Lauterbach Financial Advisors
Texas
$407K +$2.1K +49 +0.5%
AIM
1355
Aspen Investment Management
Michigan
$406K
ZIG
1356
Zuckerman Investment Group
Illinois
$401K
CL
1357
Choreo LLC
Illinois
$399K -$17.4K -406 -4%
PCS
1358
Personal CFO Solutions
New Jersey
$398K -$30.7K -715 -7%
AA
1359
Alta Advisers
United Kingdom
$398K +$425K +9,900 New
HHGA
1360
Halbert Hargrove Global Advisors
California
$397K +$44.7K +1,041 +12%
PPG
1361
Peak Planning Group
Colorado
$396K
S
1362
Seeyond
France
$396K -$22.9K -533 -5%
FCIM
1363
Fairview Capital Investment Management
California
$394K +$1.2K +28 +0.3%
OFG
1364
Oxford Financial Group
Indiana
$393K -$39K -908 -9%
BCA
1365
Bray Capital Advisors
Florida
$393K +$215 +5 +0.1%
XSC
1366
X-Square Capital
Puerto Rico
$390K -$19.2K -446 -4%
WTB
1367
Washington Trust Bank
Washington
$390K
CI
1368
CX Institutional
Indiana
$389K +$51.5K +1,198 +14%
SFO
1369
Standard Family Office
South Dakota
$389K +$416K +9,672 New
RCWM
1370
Royal Capital Wealth Management
Indiana
$387K +$559 +13 +0.1%
BIP
1371
Blueprint Investment Partners
North Carolina
$387K +$414K +9,627 New
AMG
1372
Advisors Management Group
Wisconsin
$386K -$22.1K -514 -5%
HFM
1373
Hartford Financial Management
Connecticut
$386K
VC
1374
Vicus Capital
Pennsylvania
$384K -$25.2K -586 -6%
PSC
1375
Prentiss Smith & Co
Vermont
$384K -$945 -22 -0.2%

WFC Hedge Fund Activity: Q3 2022 in Review

1,961 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2022, worth a combined $112B — up 3.9% from $108B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of WFC and 110 opened new positions — a net loss of 8 holders — while 760 trimmed existing stakes and 777 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $784M. The largest seller was Altshuler Shaham, cutting an estimated $365M.

  • 1,961 institutional investors held Wells Fargo (WFC) as of Q3 2022, down from 1,993 in Q2 2022.
  • Funds reported $112B of Wells Fargo stock for Q3 2022, up 3.9% quarter-over-quarter.
  • 110 funds opened new Wells Fargo positions in Q3 2022 and 118 closed out, a net change of -8 holders.
  • The largest Wells Fargo buyer in Q3 2022 was T. Rowe Price Associates, an estimated $784M added.
  • The largest Wells Fargo seller in Q3 2022 was Altshuler Shaham, an estimated $365M sold.

Based on aggregated 13F filings for Q3 2022.