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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
Canada Life
126
Canada Life
Manitoba, Canada
$98.8M -$11.2M -208,454 -10%
TBC
127
Tweedy, Browne Co
Connecticut
$98.8M -$6.41M -119,838 -6%
SEI Investments
128
SEI Investments
Pennsylvania
$98.3M -$64M -1,196,642 -37%
CAM
129
Crake Asset Management
United Kingdom
$98M -$11.5M -215,000 -10%
BGIM
130
Brandywine Global Investment Management
Pennsylvania
$97.3M +$177K +3,309 +0.2%
KP
131
Kiltearn Partners
United Kingdom
$96.9M -$8.64M -161,345 -7%
OAC
132
OMERS Administration Corp
Ontario, Canada
$96.6M +$4.01M +75,000 +4%
EIC
133
Equity Investment Corp
Georgia
$96.1M +$914K +17,075 +0.9%
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$95.9M +$9.76M +182,363 +10%
Stifel Financial
135
Stifel Financial
Missouri
$93M +$638K +11,915 +0.6%
Rafferty Asset Management
136
Rafferty Asset Management
New York
$92.8M -$10.6M -197,486 -9%
KeyBank National Association
137
KeyBank National Association
Ohio
$92.7M +$16.1M +301,253 +19%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$88.7M +$23.7M +443,039 +32%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$87.2M -$1.48M -27,721 -2%
MIS
140
Morningstar Investment Services
Illinois
$86.8M +$2.25M +42,020 +3%
PF
141
Phoenix Financial
Israel
$86.3M +$10.8M +202,497 +13%
LPL Financial
142
LPL Financial
California
$84.8M +$8.62M +161,145 +10%
Asset Management One
143
Asset Management One
Japan
$84.1M -$4.33M -80,880 -4%
TCM
144
Tran Capital Management
California
$83.7M -$2.56M -47,828 -3%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$82.9M -$2.41M -45,073 -3%
BPC
146
Banque Pictet & Cie
Switzerland
$81.7M +$1.77M +33,030 +2%
Janus Henderson Group
147
Janus Henderson Group
United Kingdom
$81.1M -$51.8M -968,252 -37%
Skandinaviska Enskilda Banken (SEB)
148
Skandinaviska Enskilda Banken (SEB)
Sweden
$80.3M +$9.52M +177,853 +12%
BCM
149
Basswood Capital Management
New York
$80M +$24.1M +449,786 +37%
PAMS
150
Pictet Asset Management (Switzerland)
Switzerland
$79.6M -$10.1M -189,301 -10%

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.