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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
FNBOH
1626
First National Bank of Hutchinson
Kansas
$228K
PCMC
1627
Private Capital Management (Colorado)
Colorado
$228K +$15.6K +363 +7%
SA
1628
Shilanski & Associates
Alaska
$228K +$243K +5,657 New
SWM
1629
Silverlake Wealth Management
Vermont
$228K +$301 +7 +0.1%
BFM
1630
Boston Financial Management
Massachusetts
$227K -$51.6K -1,200 -18%
TFF
1631
The Family Firm
Maryland
$227K -$42.5K -989 -15%
MFG
1632
Magnus Financial Group
New York
$227K -$21.3K -495 -8%
DA
1633
Detalus Advisors
Missouri
$225K
IIC
1634
Integrated Investment Consultants
Michigan
$224K +$239K +5,565 New
PAG
1635
Powers Advisory Group
Illinois
$222K -$10.5K -244 -4%
VV
1636
Verity & Verity
South Carolina
$222K
VFP
1637
Verus Financial Partners
Virginia
$222K +$213K +4,966 New
HFRG
1638
Houlihan Financial Resource Group
Virginia
$222K +$232K +5,394 New
OAM
1639
Occidental Asset Management
California
$221K -$9.84K -229 -4%
PWM
1640
PBMares Wealth Management
Virginia
$221K
MPCG
1641
Matrix Private Capital Group
New York
$221K +$3.52K +82 +2%
HWA
1642
HHM Wealth Advisors
Tennessee
$220K -$73.3K -1,706 -24%
AA
1643
Advisory Alpha
Michigan
$220K -$25.1K -585 -10%
SGI
1644
Summit Global Investments
Utah
$220K
RWA
1645
Ropes Wealth Advisors
Massachusetts
$220K +$235K +5,475 New
AB
1646
Atlas Brown
Kentucky
$219K
PWM
1647
Prentice Wealth Management
New York
$219K +$233K +5,430 New
IIM
1648
Ipswich Investment Management
Massachusetts
$218K -$198K -4,607 -46%
VIA
1649
Vident Investment Advisory
Georgia
$218K -$59.5K -1,386 -9%
ACG
1650
Allen Capital Group
Nebraska
$218K

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.