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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
DP
1651
Denver PWM
Colorado
$328K -$339K -6,328 -48%
SEA
1652
Stegent Equity Advisors
Texas
$328K -$82.2K -1,536 -19%
AA
1653
Auxano Advisors
Washington
$328K +$139K +2,605 +63%
TWM
1654
Titus Wealth Management
California
$327K -$211K -3,937 -37%
PWM
1655
PBMares Wealth Management
Virginia
$327K +$12K +225 +3%
CA
1656
Capitolis Advisors
New York
$326K -$178M -3,324,179 -100%
BFG
1657
Bouchey Financial Group
New York
$324K
LCS
1658
Levin Capital Strategies
New York
$324K
CFO
1659
CVA Family Office
Colorado
$321K
TFF
1660
The Family Firm
Maryland
$321K +$214 +4 +0.1%
WCM
1661
Wedge Capital Management
North Carolina
$321K +$5.51K +103 +2%
UL
1662
Unionview LLC
Washington
$320K -$6.9K -129 -2%
GD
1663
Grandfield & Dodd
New York
$320K -$4.07K -76 -1%
SAM
1664
Security Asset Management
New York
$320K
ST
1665
Smithfield Trust
Pennsylvania
$319K
WC
1666
Westhampton Capital
North Carolina
$319K
VST
1667
Van Strum & Towne
California
$318K
WBG
1668
Wharton Business Group
Pennsylvania
$317K +$350K +6,535 New
SOAMC
1669
Spirit of America Management Corp
New York
$315K +$53.5K +1,000 +18%
FAG
1670
Financial Advisory Group
Texas
$314K +$98.2K +1,834 +40%
5L
1671
55I LLC
Massachusetts
$312K -$5.89K -110 -2%
TCWA
1672
Ten Capital Wealth Advisors
Washington
$312K
LB
1673
Legacy Bridge
Iowa
$311K -$21.4K -400 -6%
WCM
1674
Wallace Capital Management
Texas
$311K
WSFS
1675
Wilmington Savings Fund Society
Delaware
$310K -$5.35K -100 -2%

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.