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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
RP
1601
Riverbridge Partners
Minnesota
$245K
UWPG
1602
Ullmann Wealth Partners Group
Florida
$245K
KNW
1603
Kesler Norman & Wride
Utah
$245K +$559 +13 +0.2%
IDA
1604
Intelligence Driven Advisers
California
$244K +$248K +5,773 New
SIA
1605
SeaBridge Investment Advisors
New Jersey
$243K
WPP
1606
Whalerock Point Partners
Rhode Island
$243K
WCM
1607
Wallace Capital Management
Texas
$242K -$34.5K -804 -12%
JAIC
1608
Josh Arnold Investment Consultant
Minnesota
$241K
KP
1609
Keel Point
Alabama
$240K -$39.1K -909 -13%
NICM
1610
Neo Ivy Capital Management
New York
$239K +$255K +5,934 New
LOAMS
1611
Lombard Odier Asset Management (Switzerland)
Switzerland
$238K -$134K -3,128 -35%
LSPW
1612
Lake Street Private Wealth
Illinois
$238K -$1.59K -37 -0.6%
ANB
1613
Amarillo National Bank
Texas
$238K +$23K +535 +10%
EWA
1614
Encompass Wealth Advisors
Oregon
$238K +$254K +5,907 New
BDF
1615
Balasa Dinverno & Foltz
$236K +$252K +5,872 New
FW
1616
FirstPurpose Wealth
Utah
$233K +$249K +5,786 New
PCM
1617
Penserra Capital Management
California
$232K -$39.4K -917 -14%
FCB
1618
First Command Bank
Texas
$232K
FCFS
1619
First Command Financial Services
Texas
$232K
MSFS
1620
Main Street Financial Solutions
Pennsylvania
$231K -$11.5K -268 -4%
CII
1621
Capital International Inc
California
$231K +$247K +5,755 New
CQS
1622
Credential Qtrade Securities
$230K +$246K +5,730 New
SSC
1623
Syverson Strege & Co
Iowa
$230K -$21.8K -508 -8%
PP
1624
Patten & Patten
Tennessee
$229K
LCS
1625
Levin Capital Strategies
New York
$228K -$43K -1,000 -15%

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.