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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
PAM
1676
Pegasus Asset Management
New York
$210K
HBT
1677
Hills Bank & Trust
Iowa
$209K -$4.73K -110 -2%
OWM
1678
OneAscent Wealth Management
Alabama
$209K +$3.65K +85 +2%
NFG
1679
Nations Financial Group
Iowa
$208K -$11.2K -260 -5%
CAGAS
1680
Capital Advisory Group Advisory Services
Minnesota
$206K -$8.59K -200 -4%
BFO
1681
Boston Family Office
Massachusetts
$206K -$1.07K -25 -0.5%
HWM
1682
Hohimer Wealth Management
Washington
$206K
TWA
1683
TPB Wealth Advisors
Texas
$206K +$86 +2 +0%
PFBT
1684
Parkside Financial Bank & Trust
Missouri
$206K +$26.4K +614 +14%
BWA
1685
Burt Wealth Advisors
Maryland
$206K +$220K +5,117 New
TAM
1686
Tucker Asset Management
Colorado
$206K +$49.2K +1,145 +34%
CWA
1687
Cornerstone Wealth Advisors
Minnesota
$205K +$219K +5,093 New
KFP
1688
KMG Fiduciary Partners
Ohio
$204K -$41.1K -957 -16%
AC
1689
AlphaCore Capital
California
$204K +$28.1K +654 +15%
GW
1690
GW & Wade
Massachusetts
$204K +$217K +5,060 New
WJA
1691
Willis Johnson & Associates
Texas
$204K +$218K +5,067 New
DC
1692
Defender Capital
North Carolina
$204K +$218K +5,074 New
SL
1693
Salomon & Ludwin
Virginia
$204K +$218K +5,081 New
GCIA
1694
Gabelli & Co Investment Advisers
New York
$203K -$27.7K -645 -11%
CA
1695
Calton & Associates
Florida
$202K +$217K +5,046 New
CCMT
1696
CMT Capital Markets Trading
Germany
$201K -$2.32M -53,900 -92%
AWM
1697
Angeles Wealth Management
California
$201K +$214K +4,991 New
CAMG
1698
CWA Asset Management Group
Florida
$201K +$215K +5,000 New
MJP
1699
Michael J. Puzo
$201K +$215K +5,000 New
MC
1700
Middleton & Co
Massachusetts
$201K +$215K +5,005 New

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.