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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
DU
1701
Delphia (USA)
Ontario, Canada
$297K +$328K +6,137 New
RP
1702
Riverbridge Partners
Minnesota
$296K
GCP
1703
GSA Capital Partners
United Kingdom
$296K +$327K +6,106 New
MSAM
1704
Moloney Securities Asset Management
Missouri
$294K -$50.1K -936 -13%
KFP
1705
KMG Fiduciary Partners
Ohio
$294K -$11.8K -221 -4%
KNW
1706
Kesler Norman & Wride
Utah
$294K +$428 +8 +0.1%
SIA
1707
SeaBridge Investment Advisors
New Jersey
$293K -$685K -12,795 -68%
RWP
1708
RWA Wealth Partners
Massachusetts
$292K -$99.1K -1,851 -24%
RMDI
1709
R.M. Davis Inc
Maine
$292K +$322K +6,018 New
BWP
1710
Bernardo Wealth Planning
Pennsylvania
$292K +$323K +6,027 New
ACM
1711
Avalon Capital Management
California
$291K -$1.45K -27 -0.4%
JAIC
1712
Josh Arnold Investment Consultant
Minnesota
$291K
SMA
1713
Sage Mountain Advisors
Georgia
$290K -$159K -2,964 -33%
PNC
1714
Park National Corp
Ohio
$288K -$61.8K -1,155 -16%
FA
1715
Faithward Advisors
Pennsylvania
$287K
OAM
1716
Occidental Asset Management
California
$285K -$1.63M -30,515 -84%
LFASL
1717
Lugano Financial Advisors SA (LFA)
Switzerland
$285K
SSC
1718
Syverson Strege & Co
Iowa
$285K +$114K +2,122 +56%
BAM
1719
Barrett Asset Management
New York
$284K +$2.09K +39 +0.7%
PAG
1720
Powers Advisory Group
Illinois
$283K -$26.3K -491 -8%
BTW
1721
Boston Trust Walden
Massachusetts
$282K -$182K -3,400 -37%
GWS
1722
Glassman Wealth Services
Virginia
$282K +$29.3K +547 +10%
WCM
1723
Windsor Capital Management
Arizona
$281K -$17.7K -330 -5%
PP
1724
Patten & Patten
Tennessee
$276K
MTC
1725
McDaniel Terry & Co
Texas
$276K +$305K +5,690 New

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.