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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
SMG
1501
Spectrum Management Group
Indiana
$431K
AWA
1502
Arete Wealth Advisors
Illinois
$431K +$99K +1,849 +23%
RFM
1503
Royal Fund Management
Florida
$430K +$1.66K +31 +0.4%
VCP
1504
Verus Capital Partners
Arizona
$430K +$515K +9,622 New
APIM
1505
Agate Pass Investment Management
Washington
$429K -$11.2K -210 -2%
AIA
1506
Arbor Investment Advisors
North Carolina
$428K -$963 -18 -0.2%
RWA
1507
River Wealth Advisors
Pennsylvania
$428K +$375 +7 +0.1%
WWG
1508
West Wealth Group
California
$427K -$9.85K -184 -2%
1WM
1509
1900 Wealth Management
Texas
$426K +$428 +8 +0.1%
WPW
1510
Warther Private Wealth
Ohio
$423K +$464K +8,677 New
B
1511
Bailard
California
$422K +$14.9K +279 +3%
FAM
1512
Formidable Asset Management
Ohio
$420K -$25.9K -484 -5%
PCM
1513
Penserra Capital Management
California
$419K -$128K -2,397 -22%
PGIM
1514
Pacific Global Investment Management
California
$419K +$67.2K +1,255 +17%
IHWM
1515
Iron Horse Wealth Management
Iowa
$417K -$3.16K -59 -0.7%
SC
1516
Schulhoff & Co
Ohio
$416K +$107 +2 +0%
PSB
1517
Piscataqua Savings Bank
New Hampshire
$414K -$15.9K -298 -3%
PA
1518
PSI Advisors
Florida
$413K -$10.7K -199 -2%
MA
1519
MCF Advisors
Kentucky
$412K +$455K +8,497 New
CFA
1520
Cahill Financial Advisors
Minnesota
$411K -$21K -392 -4%
MRCM
1521
M&R Capital Management
New Jersey
$411K +$61.3K +1,145 +16%
BG
1522
Bollard Group
Massachusetts
$410K +$2.19K +41 +0.5%
KF
1523
Krilogy Financial
Missouri
$409K +$83.1K +1,553 +23%
EWM
1524
Evermay Wealth Management
Virginia
$409K +$347K +6,487 +333%
GSEP
1525
Golden State Equity Partners
California
$409K +$451K +8,432 New

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.