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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
WF
1676
Wayfinding Financial
Washington
$310K -$4.17K -78 -1%
TNBTD
1677
Trustmark National Bank Trust Department
Mississippi
$309K
BFG
1678
Berger Financial Group
Minnesota
$309K +$696 +13 +0.2%
WWMSC
1679
Wagner Wealth Management (South Carolina)
South Carolina
$309K +$98K +1,831 +40%
CGH
1680
CMG Global Holdings
Texas
$308K -$10.5K -197 -3%
BBNB
1681
Baker Boyer National Bank
Washington
$308K
RSVP
1682
Ramsay Stattman Vela & Price
Colorado
$307K -$151K -2,820 -31%
CWP
1683
Concord Wealth Partners
Virginia
$307K -$1.07K -20 -0.3%
HIG
1684
Heritage Investment Group
Florida
$307K
AWA
1685
Acorn Wealth Advisors
Michigan
$305K -$13.8K -258 -4%
ANB
1686
Amarillo National Bank
Texas
$305K +$22.5K +420 +7%
BAM
1687
Brave Asset Management
New Jersey
$305K +$102K +1,900 +43%
FPAS
1688
Focus Partners Advisor Solutions
Missouri
$305K +$335K +6,260 New
LRPA
1689
L. Roy Papp & Associates
Arizona
$304K +$482 +9 +0.1%
IBOK
1690
Independence Bank of Kentucky
Kentucky
$304K +$8.03K +150 +2%
IAG
1691
Investment Advisory Group
Massachusetts
$303K -$32.1K -600 -9%
PFBT
1692
Parkside Financial Bank & Trust
Missouri
$303K +$72.8K +1,361 +28%
CA
1693
Calton & Associates
Florida
$302K +$2.78K +52 +0.8%
CSB
1694
City State Bank
Iowa
$301K
SIG
1695
Sky Investment Group
Connecticut
$298K -$3.48K -65 -1%
MCC
1696
Money Concepts Capital
Florida
$298K +$329K +6,140 New
GG
1697
Greenwood Gearhart
Arkansas
$297K -$6.61M -123,434 -95%
BW
1698
Bison Wealth
Georgia
$297K -$96.5K -1,803 -23%
CCIA
1699
Cherry Creek Investment Advisors
Colorado
$297K +$1.07K +20 +0.3%
NIM
1700
NuWave Investment Management
New Jersey
$297K +$58.8K +1,099 +22%

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.