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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
TA
1626
Tiedemann Advisors
New York
$343K +$25.7K +480 +7%
DSC
1627
Duncker Streett & Co
Missouri
$342K -$58.9K -1,101 -13%
SWM
1628
Stockman Wealth Management
Montana
$341K +$15.9K +297 +4%
DWM
1629
Destination Wealth Management
California
$341K +$377K +7,040 New
EAM
1630
Evanson Asset Management
California
$340K +$321 +6 +0.1%
ACM
1631
Adalta Capital Management
New York
$339K
GIA
1632
Guyasuta Investment Advisors
Pennsylvania
$339K
SSB
1633
Sandy Spring Bank
Maryland
$339K +$13.3K +249 +4%
CG
1634
CFO4Life Group
Texas
$339K +$45.9K +857 +14%
ZIG
1635
Zullo Investment Group
Pennsylvania
$338K +$1.02K +19 +0.3%
UWPG
1636
Ullmann Wealth Partners Group
Florida
$337K +$1.98K +37 +0.5%
SAS
1637
Sanford Advisory Services
Michigan
$336K
HCM
1638
Hollencrest Capital Management
California
$336K +$107K +2,000 +41%
GEA
1639
Glen Eagle Advisors
New Jersey
$335K +$40.1K +750 +12%
GL
1640
GHE LLC
Tennessee
$335K
JWBC
1641
John W. Brooker & Co
California
$335K
SFP
1642
Sweet Financial Partners
Minnesota
$334K +$38.5K +720 +12%
CFG
1643
CKW Financial Group
Hawaii
$334K +$56.2K +1,050 +18%
KP
1644
Keel Point
Alabama
$334K +$108K +2,011 +41%
LAM
1645
L2 Asset Management
Massachusetts
$333K +$59.2K +1,106 +19%
ITIM
1646
Indiana Trust & Investment Management
Indiana
$331K -$79.2K -1,480 -18%
LKIM
1647
Lawson Kroeker Investment Management
Nebraska
$331K
VCAM
1648
Van Cleef Asset Management
Ohio
$331K +$4.28K +80 +1%
FIM
1649
Fruth Investment Management
Texas
$330K
RDWM
1650
Red Door Wealth Management
Tennessee
$329K -$159K -2,969 -30%

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.