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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
EFM
1576
E Fund Management
China
$377K -$55.4K -1,035 -12%
MW
1577
MBL Wealth
North Carolina
$377K +$417K +7,785 New
BFIC
1578
Bedell Frazier Investment Counselling
California
$376K
TFCP
1579
Twin Focus Capital Partners
Massachusetts
$376K +$9.26K +173 +2%
BFWA
1580
Benchmark Financial Wealth Advisors
Florida
$376K +$15.7K +293 +4%
PAMG
1581
Patton Albertson Miller Group
Tennessee
$374K +$10.8K +202 +3%
PCS
1582
Personal CFO Solutions
New Jersey
$374K +$187K +3,492 +83%
HA
1583
HYA Advisors
Missouri
$373K -$4.98K -93 -1%
PCG
1584
Private Capital Group
Connecticut
$373K -$4.33K -81 -1%
EGA
1585
E&G Advisors
Texas
$373K
BCCM
1586
Bridge Creek Capital Management
Massachusetts
$373K +$5.35K +100 +1%
SXL
1587
Summit X LLC
Missouri
$372K +$14.8K +277 +4%
EA
1588
Evolution Advisers
Virginia
$369K -$2.14K -40 -0.5%
BI
1589
Ballast Inc
Kentucky
$368K +$2.09K +39 +0.5%
WA
1590
Wealth Architects
California
$367K +$16K +299 +4%
DS
1591
DRW Securities
Illinois
$366K -$36.9K -689 -8%
AF
1592
Arrow Financial
New York
$366K -$7.49K -140 -2%
FFA
1593
Founders Financial Alliance
North Carolina
$364K -$1.98K -37 -0.5%
IB
1594
Intrust Bank
Kansas
$364K +$3.21K +60 +0.8%
MCM
1595
Magnolia Capital Management
New York
$363K
FRA
1596
Front Row Advisors
California
$362K -$54 -1 -0%
UFA
1597
US Financial Advisors
Massachusetts
$362K
SVCP
1598
Silicon Valley Capital Partners
California
$361K -$104K -1,942 -21%
WC
1599
Woodstock Corp
Massachusetts
$361K -$50.8K -950 -11%
FPFS
1600
First Personal Financial Services
North Carolina
$359K -$8.99K -168 -2%

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.