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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
MIC
1526
Means Investment Company
Maine
$287K +$387 +9 +0.1%
WA
1527
Wealth Architects
California
$287K +$2.19K +51 +0.7%
ZIG
1528
Zullo Investment Group
Pennsylvania
$287K +$6.32K +147 +2%
PNC
1529
Park National Corp
Ohio
$287K +$52.6K +1,224 +21%
WF
1530
Wayfinding Financial
Washington
$286K +$12K +279 +4%
EWA
1531
Exencial Wealth Advisors
Oklahoma
$285K -$27.8K -648 -8%
EFSCE
1532
Enterprise Financial Services Corp (EFSC)
Missouri
$285K +$43.2K +1,006 +17%
SSB
1533
Sandy Spring Bank
Maryland
$284K +$2.1K +49 +0.7%
GA
1534
Greenspring Advisors
Maryland
$284K +$77.7K +1,809 +34%
SP
1535
Successful Portfolios
Florida
$283K +$6.32K +147 +2%
WC
1536
Woodstock Corp
Massachusetts
$281K -$17.2K -400 -5%
GIA
1537
Guyasuta Investment Advisors
Pennsylvania
$281K
BWM
1538
BNC Wealth Management
Oregon
$281K +$43 +1 +0%
DP
1539
Denver PWM
Colorado
$280K
Kovitz Investment Group Partners
1540
Kovitz Investment Group Partners
Illinois
$279K -$113K -2,621 -27%
SHGA
1541
Sand Hill Global Advisors
California
$279K -$33.5K -779 -10%
SAS
1542
Sanford Advisory Services
Michigan
$279K
JWBC
1543
John W. Brooker & Co
California
$278K
BFWA
1544
Benchmark Financial Wealth Advisors
Florida
$278K +$18.9K +441 +7%
WAM
1545
Weinberger Asset Management
California
$277K -$76.8K -1,787 -21%
NL
1546
NWAM LLC
Washington
$277K -$73.5K -1,711 -20%
DSC
1547
Duncker Streett & Co
Missouri
$277K +$430 +10 +0.1%
PA
1548
PSI Advisors
Florida
$276K -$62.3K -1,449 -17%
VCAM
1549
Van Cleef Asset Management
Ohio
$275K +$43 +1 +0%
SFG
1550
SNS Financial Group
Minnesota
$275K +$4.25K +99 +1%

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.