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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
MIS
126
Morningstar Investment Services
Illinois
$82.5M +$1.33M +30,898 +2%
KeyBank National Association
127
KeyBank National Association
Ohio
$80.3M +$1.49M +34,582 +2%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$76.3M +$48.1K +1,119 +0.1%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$76.3M
Caisse de Depot et Placement du Quebec (CDPQ)
130
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$74.4M +$57.9M +1,348,349 +269%
JMPWA
131
JP Morgan Private Wealth Advisors
California
$73.8M -$2.13M -49,532 -3%
Canada Life
132
Canada Life
Manitoba, Canada
$71.8M -$2M -46,438 -3%
LPL Financial
133
LPL Financial
California
$71.6M +$1.38M +32,027 +2%
BPC
134
Banque Pictet & Cie
Switzerland
$68.3M -$457K -10,633 -0.6%
ZIG
135
Zurich Insurance Group
Switzerland
$67.6M +$29.5M +686,733 +69%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$67.5M +$244K +5,690 +0.3%
Macquarie Group
137
Macquarie Group
Australia
$67.2M -$5.72M -133,035 -7%
TCM
138
Tran Capital Management
California
$66.1M -$2.13M -49,577 -3%
Public Sector Pension Investment Board (PSP Investments)
139
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$64.6M +$47.6M +1,108,700 +223%
Victory Capital Management
140
Victory Capital Management
Texas
$64.6M -$6.73M -156,676 -9%
AAI
141
American Assets Inc
California
$64.4M
DJC
142
Daily Journal Corp
California
$64M
Lord, Abbett & Co
143
Lord, Abbett & Co
New Jersey
$63.9M -$13.4M -311,566 -16%
JCM
144
Junto Capital Management
New York
$63.7M +$29.7M +691,764 +78%
KBC Group
145
KBC Group
Belgium
$63M -$859K -20,005 -1%
GIA
146
Gateway Investment Advisers
Ohio
$63M -$1.6M -37,207 -2%
TBC
147
Tweedy, Browne Co
Connecticut
$62.5M -$3.32M -77,283 -5%
Asset Management One
148
Asset Management One
Japan
$62.2M -$3.81M -88,594 -5%
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$61.8M -$367K -8,532 -0.6%
Wells Fargo
150
Wells Fargo
California
$60.5M +$4.09M +95,113 +7%

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.