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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
CA
1651
Crewe Advisors
Utah
$218K +$17.1K +397 +8%
ADL
1652
Asset Dedication LLC
California
$218K +$234K +5,442 New
MCA
1653
MSH Capital Advisors
Arizona
$218K +$773 +18 +0.3%
MTC
1654
McDaniel Terry & Co
Texas
$217K -$12.6K -294 -5%
NWM
1655
Northcape Wealth Management
New York
$217K +$231K +5,384 New
NFP
1656
Narus Financial Partners
Utah
$217K -$6.44K -150 -3%
CCFCSB
1657
Cape Cod Five Cents Savings Bank
Massachusetts
$216K -$4K -93 -2%
WCG
1658
Weaver Consulting Group
California
$216K -$2.54K -59 -1%
CWG
1659
Cornerstone Wealth Group
North Carolina
$215K -$3.91K -91 -2%
LFA
1660
Laraway Financial Advisors
Minnesota
$215K -$2.15K -50 -0.9%
FAG
1661
Financial Advisory Group
Texas
$215K +$43 +1 +0%
MSAM
1662
Moloney Securities Asset Management
Missouri
$215K +$43 +1 +0%
DWM
1663
Denver Wealth Management
Colorado
$215K +$1.55K +36 +0.7%
AAP
1664
Arax Advisory Partners
Colorado
$213K -$14.8K -345 -6%
CC
1665
Constitution Capital
Connecticut
$213K
FPF
1666
First Pacific Financial
Washington
$213K
KFC
1667
Klingenstein Fields & Co
New York
$213K +$227K +5,295 New
DAM
1668
Deltec Asset Management
New York
$212K
MCA
1669
Millennium Capital Advisors
Arkansas
$211K -$14.4K -335 -6%
CG
1670
CFO4Life Group
Texas
$211K -$19.3K -450 -8%
BWM
1671
Buckley Wealth Management
Nevada
$211K -$6.7K -156 -3%
AFG
1672
Allegheny Financial Group
Pennsylvania
$211K +$6.53K +152 +3%
RCG
1673
Rock Creek Group
District of Columbia
$211K +$18.3K +427 +9%
JWWM
1674
Johnson & White Wealth Management
Pennsylvania
$211K +$226K +5,258 New
GD
1675
Grandfield & Dodd
New York
$210K -$57.6K -1,340 -20%

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.