We are live on ! Find out more
WFC icon

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
RCG
1476
Regatta Capital Group
California
$458K -$1.98K -37 -0.4%
WVP
1477
Worth Venture Partners
New Jersey
$458K
BOTW
1478
Bank of the West
California
$455K -$6.16K -115 -1%
RWP
1479
Ridgecrest Wealth Partners
California
$455K
TCB
1480
Texas Capital Bancshares
Texas
$454K -$8.88K -166 -2%
CL
1481
COWA LLC
Oklahoma
$451K
SAM
1482
S.A. Mason
Michigan
$451K
DA
1483
Doliver Advisors
Texas
$451K +$195K +3,650 +64%
HFG
1484
Heron Financial Group
New York
$449K +$535 +10 +0.1%
MAM
1485
Martingale Asset Management
Massachusetts
$449K +$170K +3,174 +52%
HIMC
1486
Heritage Investors Management Corp
Maryland
$448K -$11.5K -215 -2%
CI
1487
CX Institutional
Indiana
$447K +$48.7K +909 +11%
CTA
1488
Colonial Trust Advisors
South Carolina
$444K -$15.5K -289 -3%
IA
1489
IFG Advisory
Georgia
$443K -$17.6K -328 -3%
TCOV
1490
Trust Company of Vermont
Vermont
$443K +$8.83K +165 +2%
CIM
1491
Contravisory Investment Management
Massachusetts
$441K -$95.2K -1,779 -16%
KPW
1492
Kore Private Wealth
New York
$441K +$2.3K +43 +0.5%
SF
1493
Summit Financial
New Jersey
$440K +$107K +1,995 +28%
CIM
1494
CIM Investment Management
Pennsylvania
$439K -$589 -11 -0.1%
FPB
1495
First PREMIER Bank
South Dakota
$439K
EFSCE
1496
Enterprise Financial Services Corp (EFSC)
Missouri
$437K +$17K +317 +4%
NIM
1497
Nexus Investment Management
Ontario, Canada
$436K -$25.2K -470 -5%
HHGA
1498
Halbert Hargrove Global Advisors
California
$436K -$20.4K -381 -4%
OFS
1499
OneAscent Financial Services
Alabama
$436K +$13.5K +253 +3%
BCA
1500
Bay Colony Advisors
Massachusetts
$435K -$22.3K -416 -4%

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.