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Wells Fargo

2,141 hedge funds and large institutions have $155B invested in Wells Fargo in 2022 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 830 increasing their positions, 819 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 196 | Existing positions closed: 104

15% more capital invested

Capital invested by funds: $135B → $155B (+$20.1B)

3% more funds holding

Funds holding: 2,0742,141 (+67)

1.73% more ownership

Funds ownership: 70.61%72.34% (+1.7%)

1% more repeat investments, than reductions

Existing positions increased: 830 | Existing positions reduced: 819

10% less funds holding in top 10

Funds holding in top 10: 9283 (-9)

28% less call options, than puts

Call options by funds: $2.9B | Put options by funds: $4.02B

Holders
2,141
Holders Change
+67
Holders Change %
+3.23%
% of All Funds
33.76%
Holding in Top 10
83
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.78%
% of All Funds
1.31%
New
196
Increased
830
Reduced
819
Closed
104
Calls
$2.9B
Puts
$4.02B
Net Calls
-$1.13B
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
XSC
1401
X-Square Capital
Puerto Rico
$534K -$166K -3,106 -22%
PCM
1402
Pointe Capital Management
Michigan
$534K +$359K +6,709 +156%
FMC
1403
First Merchants Corp
Indiana
$533K
BFO
1404
Biltmore Family Office
North Carolina
$532K +$121K +2,265 +26%
ZIM
1405
Zacks Investment Management
Illinois
$529K -$365K -6,813 -38%
MAM
1406
McCarthy Asset Management
California
$528K -$9.42K -176 -2%
PMFA
1407
Plante Moran Financial Advisors
Michigan
$528K +$33.3K +623 +6%
BCM
1408
BlueCrest Capital Management
Jersey
$527K +$582K +10,880 New
SC
1409
Steph & Co
Wisconsin
$525K
AP
1410
Americana Partners
Texas
$523K -$115K -2,156 -17%
AC
1411
Annandale Capital
Texas
$523K +$321 +6 +0.1%
PCA
1412
Providence Capital Advisors
North Carolina
$523K +$9.37K +175 +2%
VIM
1413
VELA Investment Management
Ohio
$522K -$2.03K -38 -0.4%
OFG
1414
Oxford Financial Group
Indiana
$522K +$642 +12 +0.1%
FIA
1415
Foundations Investment Advisors
Arizona
$521K +$86.8K +1,622 +17%
GBT
1416
Grove Bank & Trust
Florida
$518K +$16.3K +305 +3%
HI
1417
Humankind Investments
New York
$517K -$59.5K -1,111 -9%
HWA
1418
HCR Wealth Advisors
California
$517K +$21.4K +400 +4%
CC
1419
Cannell & Co
New York
$516K +$18.7K +350 +3%
HTI
1420
Hikari Tsushin Inc
Japan
$515K
WWM
1421
Windsor Wealth Management
Indiana
$513K +$52K +972 +10%
S
1422
Seeyond
France
$513K +$336K +6,282 +145%
IWM
1423
IHT Wealth Management
Illinois
$511K -$74.9K -1,399 -12%
KFGK
1424
Keystone Financial Group (Kentucky)
Kentucky
$511K -$2.03K -38 -0.4%
TFO
1425
Tarbox Family Office
California
$510K -$287K -5,369 -34%

WFC Hedge Fund Activity: Q1 2022 in Review

2,141 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2022, worth a combined $155B — up 15% from $135B a quarter earlier.

Buyers outnumbered sellers: 196 funds opened new WFC positions and 104 closed out — a net gain of 92 holders — while 830 added to existing stakes and 819 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.23B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.93B.

  • 2,141 institutional investors held Wells Fargo (WFC) as of Q1 2022, up from 2,074 in Q4 2021.
  • Funds reported $155B of Wells Fargo stock for Q1 2022, up 15% quarter-over-quarter.
  • 196 funds opened new Wells Fargo positions in Q1 2022 and 104 closed out, a net change of +92 holders.
  • The largest Wells Fargo buyer in Q1 2022 was Capital World Investors, an estimated $1.23B added.
  • The largest Wells Fargo seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.93B sold.

Based on aggregated 13F filings for Q1 2022.