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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
AP
1576
Americana Partners
Texas
$261K +$31.4K +732 +13%
PCIA
1577
Prime Capital Investment Advisors
Kansas
$260K +$24.7K +575 +10%
ITIM
1578
Indiana Trust & Investment Management
Indiana
$258K -$17.8K -415 -6%
BFG
1579
Berger Financial Group
Minnesota
$258K -$12.2K -285 -4%
LB
1580
Legacy Bridge
Iowa
$258K
TNBTD
1581
Trustmark National Bank Trust Department
Mississippi
$257K
PWA
1582
Phoenix Wealth Advisors
North Carolina
$256K
CGH
1583
CMG Global Holdings
Texas
$256K +$86 +2 +0%
RSVP
1584
Ramsay Stattman Vela & Price
Colorado
$255K
TCWA
1585
Ten Capital Wealth Advisors
Washington
$254K
CNB
1586
Camden National Bank
Maine
$253K -$88.7K -2,064 -25%
BAM
1587
Brave Asset Management
New Jersey
$253K
LKIM
1588
Lawson Kroeker Investment Management
Nebraska
$253K
IWA
1589
Icon Wealth Advisors
Texas
$252K +$269K +6,262 New
AF
1590
Alerus Financial
North Dakota
$251K -$301 -7 -0.1%
IAG
1591
Investment Advisory Group
Massachusetts
$251K +$43 +1 +0%
BWM
1592
BlackDiamond Wealth Management
New York
$251K +$11.2K +261 +5%
WWMSC
1593
Wagner Wealth Management (South Carolina)
South Carolina
$250K -$2.36K -55 -0.9%
GWS
1594
Glassman Wealth Services
Virginia
$249K +$26.9K +626 +11%
SAMC
1595
Spectrum Asset Management (California)
California
$248K -$5.07K -118 -2%
CCIA
1596
Cherry Creek Investment Advisors
Colorado
$248K +$1.2K +28 +0.5%
DOA
1597
D'Orazio & Associates
Virginia
$247K +$264K +6,152 New
IBOK
1598
Independence Bank of Kentucky
Kentucky
$246K -$6.44K -150 -2%
AWA
1599
Acorn Wealth Advisors
Michigan
$246K -$4.64K -108 -2%
WSFS
1600
Wilmington Savings Fund Society
Delaware
$245K -$14.3K -332 -5%

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.