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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
BAM
1551
Blueshift Asset Management
New Jersey
$388K -$6.03M -112,737 -93%
TCM
1552
Tributary Capital Management
Nebraska
$388K -$10.7K -200 -2%
WCM
1553
Washington Capital Management
Washington
$388K
TTWM
1554
TCV Trust & Wealth Management
Virginia
$387K -$45.5K -850 -10%
CPA
1555
Court Place Advisors
Maryland
$387K -$32.1K -600 -7%
SP
1556
Successful Portfolios
Florida
$387K -$13K -243 -3%
PCI
1557
Planning Center Inc
Illinois
$387K
SW
1558
Solidarity Wealth
Utah
$387K +$433K +8,085 New
SWM
1559
Silverlake Wealth Management
Vermont
$386K -$22.3K -417 -5%
SMC
1560
Smith, Moore & Co
Missouri
$385K -$53.5K -1,000 -11%
LC
1561
Lindbrook Capital
California
$385K -$2.52K -47 -0.6%
FCFC
1562
First Citizens Financial Corp
Iowa
$385K
Financial Engines Advisors
1563
Financial Engines Advisors
California
$384K -$61.4K -1,147 -13%
MWP
1564
MYCIO Wealth Partners
Pennsylvania
$383K -$20.8K -389 -5%
VA
1565
Valmark Advisers
Ohio
$382K +$4.66K +87 +1%
POIA
1566
Pin Oak Investment Advisors
Texas
$381K -$23.3K -435 -5%
AW
1567
Avion Wealth
Texas
$381K
EWA
1568
Exencial Wealth Advisors
Oklahoma
$381K +$17.8K +333 +4%
CCFM
1569
Clear Creek Financial Management
Washington
$381K +$420K +7,856 New
KJHP
1570
K.J. Harrison & Partners
Ontario, Canada
$381K +$421K +7,863 New
PP
1571
PrairieView Partners
Minnesota
$380K +$8.03K +150 +2%
WTA
1572
Washington Trust Advisors
Massachusetts
$379K -$90.8K -1,696 -18%
WC
1573
Weil Company
California
$378K -$264K -4,940 -39%
CAM
1574
Campion Asset Management
Virginia
$378K
DCM
1575
Deuterium Capital Management
Florida
$377K -$235K -4,397 -36%

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.