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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
ZIC
1526
ZWJ Investment Counsel
Georgia
$408K -$268K -5,000 -37%
SFG
1527
SNS Financial Group
Minnesota
$408K -$46.5K -868 -9%
NPA
1528
Nichols & Pratt Advisers
Massachusetts
$407K
CNB
1529
Camden National Bank
Maine
$406K -$35.5K -664 -7%
MBTD
1530
Mechanics Bank - Trust Department
California
$406K -$2.68K -50 -0.6%
MC
1531
Machina Capital
France
$406K +$165K +3,088 +58%
CA
1532
Cambridge Advisors
Nebraska
$405K -$193K -3,613 -30%
AFP
1533
Ausdal Financial Partners
Iowa
$404K -$86.8K -1,622 -16%
CA
1534
Cornerstone Advisory
Maryland
$404K -$3.8K -71 -0.8%
HIA
1535
Harbor Investment Advisory
Maryland
$403K +$48.8K +911 +12%
GIM
1536
Greylin Investment Management
Virginia
$402K -$20.1K -375 -4%
OL
1537
Optas LLC
Texas
$401K -$18K -336 -4%
CCM
1538
Cohen Capital Management
California
$401K
MWM
1539
Minot Wealth Management
Massachusetts
$400K +$22.4K +418 +5%
CIC
1540
Crawford Investment Counsel
Georgia
$397K -$12.3K -230 -3%
LSPW
1541
Lake Street Private Wealth
Illinois
$397K +$39.6K +739 +10%
SAM
1542
Sawgrass Asset Management
Florida
$395K +$436K +8,150 New
CAM
1543
Cidel Asset Management
Ontario, Canada
$393K
MA
1544
MKT Advisors
California
$392K -$11.2K -210 -2%
CA
1545
Claar Advisors
New York
$391K -$82.4K -1,540 -16%
PL
1546
Plancorp LLC
Missouri
$391K +$2.03K +38 +0.5%
MMG
1547
Monetary Management Group
Missouri
$390K
NL
1548
NWAM LLC
Washington
$390K +$62.3K +1,164 +17%
EI
1549
Ethic Inc
New York
$390K +$92.5K +1,728 +27%
CIC
1550
Cutler Investment Counsel
Oregon
$390K +$431K +8,047 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.