We are live on ! Find out more
WFC icon

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
RWA
1401
River Wealth Advisors
Pennsylvania
$364K +$9.06K +211 +2%
ZIM
1402
Zacks Investment Management
Illinois
$363K -$251K -5,851 -39%
SW
1403
Solidarity Wealth
Utah
$363K -$15.9K -370 -5%
CIM
1404
CIM Investment Management
Pennsylvania
$363K
NIM
1405
Nexus Investment Management
Ontario, Canada
$362K
CTA
1406
Colonial Trust Advisors
South Carolina
$361K -$7.99K -186 -2%
1WM
1407
1900 Wealth Management
Texas
$361K +$43 +1 +0%
MWP
1408
MYCIO Wealth Partners
Pennsylvania
$360K
RFM
1409
Royal Fund Management
Florida
$359K +$1.89K +44 +0.5%
FB
1410
First Bancorp
Maine
$359K +$6.44K +150 +2%
LJAC
1411
L.J. Altfest & Co
New York
$358K -$27.9K -650 -7%
RCG
1412
Regatta Capital Group
California
$358K +$58.1K +1,353 +17%
SMG
1413
Spectrum Management Group
Indiana
$357K
TIA
1414
Traphagen Investment Advisors
New Jersey
$355K +$644 +15 +0.2%
LA
1415
Latitude Advisors
Florida
$355K -$42.8K -997 -10%
SFP
1416
Sweet Financial Partners
Minnesota
$355K +$87.5K +2,036 +30%
HIC
1417
Hartline Investment Corp
Illinois
$355K +$379K +8,815 New
FPB
1418
First PREMIER Bank
South Dakota
$354K -$11.8K -274 -3%
TCOV
1419
Trust Company of Vermont
Vermont
$354K
CWS
1420
Confluence Wealth Services
Pennsylvania
$353K -$116K -2,692 -23%
BWA
1421
Bordeaux Wealth Advisors
California
$353K -$56.3K -1,311 -13%
CIM
1422
Contravisory Investment Management
Massachusetts
$353K -$13.7K -318 -3%
RIG
1423
Roosevelt Investment Group
New York
$352K +$61.2K +1,425 +19%
BFO
1424
Biltmore Family Office
North Carolina
$351K +$644 +15 +0.2%
AC
1425
ASB Consultores
Florida
$349K +$56.5K +1,315 +18%

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.