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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
MFS
1451
Monetta Financial Services
Illinois
$485K +$535K +10,000 New
ZIG
1452
Zuckerman Investment Group
Illinois
$483K
PTP
1453
Platform Technology Partners
New York
$480K -$5.99K -112 -1%
ATFA
1454
All Terrain Financial Advisors
Minnesota
$479K
FCIM
1455
Fairview Capital Investment Management
California
$478K -$48.8K -912 -8%
HT
1456
HighTower Trust
Texas
$477K -$609K -11,374 -54%
WSTAM
1457
Wilbanks Smith & Thomas Asset Management
Virginia
$477K -$231K -4,308 -29%
FDS
1458
First Dallas Securities
Texas
$477K +$115K +2,150 +28%
LWM
1459
Lyell Wealth Management
California
$477K +$527K +9,853 New
RCWM
1460
Royal Capital Wealth Management
Indiana
$475K +$535 +10 +0.1%
Bank Julius Baer & Co
1461
Bank Julius Baer & Co
Switzerland
$473K -$35.2M -657,747 -99%
BCA
1462
Bray Capital Advisors
Florida
$473K +$214 +4 +0%
GL
1463
Graypoint LLC
New York
$473K +$277K +5,177 +113%
A
1464
Astrantus
Cyprus
$470K +$519K +9,700 New
WAP
1465
Wealthcare Advisory Partners
Pennsylvania
$468K +$54.9K +1,025 +12%
ZB
1466
Zions Bancorporation
Utah
$467K +$101K +1,895 +24%
AFS
1467
Axiom Financial Strategies
Indiana
$465K -$87.8K -1,640 -13%
HFM
1468
Hartford Financial Management
Connecticut
$465K
IIM
1469
Ipswich Investment Management
Massachusetts
$464K -$107K -2,000 -17%
PSC
1470
Prentiss Smith & Co
Vermont
$464K -$76.8K -1,435 -13%
EF
1471
Exeter Financial
Arizona
$462K +$1.5K +28 +0.3%
LWA
1472
Lenox Wealth Advisors
New York
$461K +$489K +9,138 +2,874%
AGP
1473
Autumn Glory Partners
Texas
$460K
DHFB
1474
Dixon Hubard Feinour & Brown
Virginia
$460K +$2.03K +38 +0.4%
WP
1475
WealthShield Partners
North Carolina
$459K -$66.3K -1,238 -12%

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.