We are live on ! Find out more
WFC icon

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
VCP
1501
Verus Capital Partners
Arizona
$300K +$39.1K +909 +14%
EMG
1502
ETF Managers Group
New Jersey
$300K +$320K +7,457 New
VWA
1503
Visionary Wealth Advisors
Illinois
$299K -$100K -2,328 -24%
Bank of Montreal
1504
Bank of Montreal
Ontario, Canada
$299K +$59.5M +1,386,026 +28%
NJBEST
1505
New Jersey Better Educational Savings Trust
New Jersey
$298K
HCM
1506
Howland Capital Management
Massachusetts
$298K +$318K +7,405 New
FNBTCON
1507
First National Bank & Trust Co of Newtown
Pennsylvania
$297K
DIM
1508
Delta Investment Management
California
$297K +$11.2K +260 +4%
PP
1509
Pegasus Partners
Wisconsin
$296K +$316K +7,353 New
PWA
1510
Physician Wealth Advisors
Utah
$294K -$4.3K -100 -1%
ICP
1511
Interchange Capital Partners
Pennsylvania
$294K +$314K +7,317 New
HFG
1512
Heron Financial Group
New York
$292K
WA
1513
Waddell & Associates
Tennessee
$292K +$172 +4 +0.1%
CWM
1514
CarsonAllaria Wealth Management
Illinois
$291K -$2.71K -63 -0.9%
TC
1515
TwinBeech Capital
New York
$291K +$311K +7,242 New
RWP
1516
RWA Wealth Partners
Massachusetts
$290K +$43 +1 +0%
MCCP
1517
Mission Creek Capital Partners
California
$290K +$473 +11 +0.2%
TFA
1518
Tranquilli Financial Advisor
New Jersey
$290K +$55.7K +1,296 +22%
AFT
1519
Alpha Family Trust
California
$289K +$309K +7,185 New
AIM
1520
Achmea Investment Management
Netherlands
$288K -$8.09M -188,203 -96%
CPA
1521
Court Place Advisors
Maryland
$288K -$35.6K -828 -10%
LA
1522
Lynch & Associates
Indiana
$288K
MA
1523
MONECO Advisors
Connecticut
$288K +$38.8K +904 +14%
WDL
1524
Well Done LLC
Michigan
$287K -$255K -5,932 -45%
AW
1525
Avion Wealth
Texas
$287K -$30.7K -715 -9%

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.