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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
BTIM
1451
BancFirst Trust & Investment Management
Oklahoma
$328K +$348K +8,100 New
CAM
1452
Cidel Asset Management
Ontario, Canada
$326K
CB
1453
Cadence Bank
Mississippi
$325K +$346K +8,062 New
CA
1454
Cambridge Advisors
Nebraska
$324K -$12.8K -298 -4%
PSB
1455
Piscataqua Savings Bank
New Hampshire
$324K -$3.44K -80 -1%
CIC
1456
Cutler Investment Counsel
Oregon
$324K
MMG
1457
Monetary Management Group
Missouri
$324K
OWIM
1458
Old West Investment Management
California
$323K -$111K -2,573 -24%
AFS
1459
Axiom Financial Strategies
Indiana
$323K -$41.7K -971 -11%
WWG
1460
West Wealth Group
California
$322K +$945 +22 +0.3%
IP
1461
Investment Partners
Ohio
$322K +$344K +8,008 New
WCM
1462
Washington Capital Management
Washington
$322K
PCI
1463
Planning Center Inc
Illinois
$321K
WE
1464
Wealth Effects
Massachusetts
$321K +$4.08K +95 +1%
LA
1465
LVW Advisors
New York
$320K +$36.6K +853 +12%
GL
1466
GHE LLC
Tennessee
$319K +$92.8K +2,160 +37%
LFA
1467
Legacy Financial Advisors
Kentucky
$317K +$71K +1,653 +26%
PP
1468
PrairieView Partners
Minnesota
$316K -$298K -6,932 -47%
AFP
1469
Ausdal Financial Partners
Iowa
$316K -$19.3K -449 -5%
WC
1470
Weil Company
California
$314K -$4.3K -100 -1%
FRA
1471
Front Row Advisors
California
$314K -$1.03K -24 -0.3%
AP
1472
Atwood & Palmer
Missouri
$314K
CA
1473
Claar Advisors
New York
$314K
MBTD
1474
Mechanics Bank - Trust Department
California
$314K
EWA
1475
ERTS Wealth Advisors
Michigan
$313K +$14.6K +339 +5%

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.