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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
FCA
1476
FLC Capital Advisors
California
$313K +$335K +7,787 New
BFIC
1477
Bedell Frazier Investment Counselling
California
$312K
Pacer Advisors
1478
Pacer Advisors
Pennsylvania
$311K -$3.54M -82,398 -91%
TFCP
1479
Twin Focus Capital Partners
Massachusetts
$311K -$1.07K -25 -0.3%
MRCM
1480
M&R Capital Management
New Jersey
$311K +$43 +1 +0%
PCM
1481
Parsons Capital Management
Rhode Island
$311K +$14.1K +329 +4%
BCCM
1482
Bridge Creek Capital Management
Massachusetts
$310K
AI
1483
Atom Investors
Texas
$310K +$331K +7,708 New
EFM
1484
E Fund Management
China
$309K +$6.66K +155 +2%
AWM
1485
Axxcess Wealth Management
California
$308K +$5.24K +122 +2%
TCM
1486
Tributary Capital Management
Nebraska
$307K -$4.3K -100 -1%
FCFC
1487
First Citizens Financial Corp
Iowa
$306K -$18.7K -435 -5%
EA
1488
Evolution Advisers
Virginia
$306K
LAM
1489
L2 Asset Management
Massachusetts
$305K +$40.4K +940 +14%
AF
1490
Arrow Financial
New York
$304K
BFA
1491
Buttonwood Financial Advisors
Maryland
$304K +$10.4K +241 +3%
APIM
1492
Agate Pass Investment Management
Washington
$304K +$11.8K +275 +4%
FFA
1493
Founders Financial Alliance
North Carolina
$303K -$500K -11,645 -61%
BI
1494
Ballast Inc
Kentucky
$303K
MCM
1495
Magnolia Capital Management
New York
$302K
POIA
1496
Pin Oak Investment Advisors
Texas
$302K
DCM
1497
Donaldson Capital Management
Indiana
$301K -$91.9K -2,139 -22%
CBFP
1498
Cedar Brook Financial Partners
Ohio
$300K +$5.28K +123 +2%
EGA
1499
E&G Advisors
Texas
$300K -$5.16K -120 -2%
IB
1500
Intrust Bank
Kansas
$300K +$1.16K +27 +0.4%

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.