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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
IWA
1426
IVC Wealth Advisors
Pennsylvania
$348K +$687 +16 +0.2%
PMFA
1427
Plante Moran Financial Advisors
Michigan
$347K +$730 +17 +0.2%
Financial Engines Advisors
1428
Financial Engines Advisors
California
$345K -$12.4K -288 -3%
SC
1429
Schulhoff & Co
Ohio
$343K +$86 +2 +0%
EWM
1430
Empirical Wealth Management
Washington
$343K +$366K +8,517 New
IA
1431
IFG Advisory
Georgia
$343K +$367K +8,543 New
IFWM
1432
Institute for Wealth Management
Colorado
$342K -$143K -3,324 -28%
BG
1433
Bollard Group
Massachusetts
$341K
MA
1434
MKT Advisors
California
$340K -$23.5K -548 -6%
SAM
1435
Sawgrass Asset Management
Florida
$340K -$9.88K -230 -3%
CA
1436
Cornerstone Advisory
Maryland
$340K +$988 +23 +0.3%
PL
1437
Plancorp LLC
Missouri
$340K +$7.35K +171 +2%
NPA
1438
Nichols & Pratt Advisers
Massachusetts
$338K
KPW
1439
Kore Private Wealth
New York
$338K +$1.42K +33 +0.4%
GBT
1440
Grove Bank & Trust
Florida
$337K
TFS
1441
Thoroughbred Financial Services
Tennessee
$336K +$359K +8,360 New
FMB
1442
Field & Main Bank
Kentucky
$335K +$1.89K +44 +0.5%
EWM
1443
Evermay Wealth Management
Virginia
$334K
CFO
1444
CVA Family Office
Colorado
$334K +$43.4K +1,010 +14%
CCM
1445
Cohen Capital Management
California
$333K
BAM
1446
Blueshift Asset Management
New Jersey
$332K -$709K -16,509 -67%
RDWM
1447
Red Door Wealth Management
Tennessee
$332K +$19.9K +463 +6%
APA
1448
Astoria Portfolio Advisors
New York
$332K +$41.9K +975 +13%
CIC
1449
Crawford Investment Counsel
Georgia
$330K -$18K -418 -5%
NMG
1450
New Millennium Group
Utah
$328K +$8.94K +208 +3%

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.