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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
FAIM
1551
Financial Advocates Investment Management
Washington
$275K +$6.7K +156 +3%
FIM
1552
Fruth Investment Management
Texas
$274K
FCMT
1553
Founders Capital Management (Texas)
Texas
$274K +$215K +5,000 +276%
CL
1554
COWA LLC
Oklahoma
$273K -$107K -2,500 -27%
LRPA
1555
L. Roy Papp & Associates
Arizona
$273K +$516 +12 +0.2%
SIG
1556
Sky Investment Group
Connecticut
$272K +$17.2K +400 +6%
PAMG
1557
Patton Albertson Miller Group
Tennessee
$271K -$21.7K -506 -7%
BWP
1558
Bernardo Wealth Planning
Pennsylvania
$270K
HIG
1559
Heritage Investment Group
Florida
$270K +$15.9K +369 +6%
SWM
1560
Stockman Wealth Management
Montana
$269K -$14K -325 -5%
BFG
1561
Bouchey Financial Group
New York
$269K
HPWM
1562
Highland Private Wealth Management
Washington
$269K +$27.5K +641 +11%
ACM
1563
Avalon Capital Management
California
$268K
UL
1564
Unionview LLC
Washington
$267K
AA
1565
Auxano Advisors
Washington
$267K +$11.9K +278 +4%
ST
1566
Smithfield Trust
Pennsylvania
$265K -$4.3K -100 -1%
SAM
1567
Security Asset Management
New York
$265K
WC
1568
Westhampton Capital
North Carolina
$265K
VST
1569
Van Strum & Towne
California
$264K
LIA
1570
LBMC Investment Advisors
Tennessee
$264K +$282K +6,561 New
GCS
1571
Gordian Capital (Singapore)
Singapore
$263K
CWP
1572
Concord Wealth Partners
Virginia
$263K +$23.8K +555 +9%
ACA
1573
Aptus Capital Advisors
Alabama
$263K +$40.4K +940 +17%
CFG
1574
CKW Financial Group
Hawaii
$261K -$2.15K -50 -0.8%
SOAMC
1575
Spirit of America Management Corp
New York
$261K

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.