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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
NJBEST
1601
New Jersey Better Educational Savings Trust
New Jersey
$359K
FNBTCON
1602
First National Bank & Trust Co of Newtown
Pennsylvania
$358K -$14.5K -270 -4%
LFA
1603
Legacy Financial Advisors
Kentucky
$357K +$36.1K +674 +10%
CBFP
1604
Cedar Brook Financial Partners
Ohio
$356K -$29.5K -552 -7%
CBN
1605
Cadence Bank NA
Texas
$356K -$29K -542 -7%
LB
1606
Leo Brokerage
Texas
$356K +$392K +7,333 New
CWM
1607
CarsonAllaria Wealth Management
Illinois
$353K -$482 -9 -0.1%
MCCP
1608
Mission Creek Capital Partners
California
$351K -$38.9K -726 -9%
DHGWA
1609
Dixon Hughes Goodman Wealth Advisors
North Carolina
$351K +$76.9K +1,437 +25%
EFG
1610
Everhart Financial Group
Ohio
$351K +$387K +7,237 New
SHGA
1611
Sand Hill Global Advisors
California
$349K -$51.8K -967 -12%
CCC
1612
Chelsea Counsel Company
California
$349K
FB
1613
First Bancorp
Maine
$348K +$22.1K +412 +6%
LA
1614
LVW Advisors
New York
$348K +$28.1K +525 +8%
LA
1615
Lynch & Associates
Indiana
$347K
BWM
1616
BNC Wealth Management
Oregon
$346K -$49.4K -923 -11%
JHP
1617
James Hambro & Partners
United Kingdom
$346K -$26.8K -500 -7%
EWA
1618
ERTS Wealth Advisors
Michigan
$346K +$13.3K +248 +4%
DIM
1619
Delta Investment Management
California
$345K -$107K -2,000 -22%
RIG
1620
Roosevelt Investment Group
New York
$345K -$10.7K -200 -3%
ACA
1621
Aptus Capital Advisors
Alabama
$345K +$52K +972 +16%
LC
1622
Lincoln Capital
Nebraska
$344K
HWA
1623
HHM Wealth Advisors
Tennessee
$344K +$279K +5,206 +275%
MIC
1624
Means Investment Company
Maine
$343K +$6.58K +123 +2%
WE
1625
Wealth Effects
Massachusetts
$343K +$22.7K +425 +6%

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.