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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
MWM
1426
Meridian Wealth Management
Kentucky
$510K -$34.6K -646 -6%
SCA
1427
Sippican Capital Advisors
Massachusetts
$509K -$3.21K -60 -0.6%
FWP
1428
FAS Wealth Partners
Kansas
$507K -$18.4K -344 -3%
BFA
1429
Bragg Financial Advisors
North Carolina
$506K -$39.3K -735 -7%
NAS
1430
Nicolet Advisory Services
Wisconsin
$506K -$9.26K -173 -2%
MW
1431
Marcum Wealth
Ohio
$506K +$1.39K +26 +0.2%
SIM
1432
SSI Investment Management
California
$503K -$6.42K -120 -1%
CBA
1433
Coastal Bridge Advisors
Connecticut
$502K -$561K -10,479 -50%
WA
1434
Waddell & Associates
Tennessee
$501K -$230K -4,300 -29%
Kovitz Investment Group Partners
1435
Kovitz Investment Group Partners
Illinois
$499K -$2.32M -43,346 -81%
AIM
1436
Anchor Investment Management
South Carolina
$498K -$15.1K -283 -3%
LSA
1437
Leonteq Securities AG
Switzerland
$496K -$7.29M -136,270 -93%
BWA
1438
Bordeaux Wealth Advisors
California
$496K +$122K +2,273 +29%
VC
1439
Vicus Capital
Pennsylvania
$495K -$15K -280 -3%
AIM
1440
Aspen Investment Management
Michigan
$494K -$23.4K -438 -4%
FFMBT
1441
First Farmers & Merchants Bank Trust
Tennessee
$492K -$16.1K -300 -3%
PAIM
1442
Punch & Associates Investment Management
Minnesota
$492K
PM
1443
Parametrica Management
Hong Kong
$492K +$544K +10,163 New
LFA
1444
Lauterbach Financial Advisors
Texas
$487K -$28.8K -539 -5%
DCM
1445
Donaldson Capital Management
Indiana
$486K -$126K -2,348 -19%
AP
1446
Atwood & Palmer
Missouri
$486K -$36.3K -679 -6%
PCM
1447
Parsons Capital Management
Rhode Island
$486K
CWS
1448
Confluence Wealth Services
Pennsylvania
$485K -$38.6K -722 -7%
AMG
1449
Advisors Management Group
Wisconsin
$485K -$7.39K -138 -1%
LD
1450
Lipe & Dalton
New York
$485K +$69.6K +1,300 +15%

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.