We are live on ! Find out more
WFC icon

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
GC
1701
Gratus Capital
Georgia
$200K -$11.1K -258 -5%
MIA
1702
MMBG Investment Advisors
Florida
$200K +$214K +4,980 New
HKIM
1703
Hayek Kallen Investment Management
Alabama
$200K +$214K +4,985 New
FPWM
1704
FSB Premier Wealth Management
Iowa
$200K +$215K +4,996 New
TWA
1705
TCI Wealth Advisors
Arizona
$198K +$10.8K +252 +5%
IUHSA
1706
Itau Unibanco Holding S.A.
Brazil
$197K +$57K +1,327 +37%
RCM
1707
Raleigh Capital Management
North Carolina
$197K +$211K +4,905 New
BSB
1708
Bangor Savings Bank
Maine
$196K
TH
1709
TCTC Holdings
Texas
$194K
JWM
1710
Janiczek Wealth Management
Colorado
$191K -$3.44K -80 -2%
QC
1711
Quent Capital
New York
$190K +$24.6K +572 +14%
TC
1712
Trust Company
Kansas
$189K -$1.03M -23,904 -84%
TTWM
1713
TCV Trust & Wealth Management
Virginia
$188K -$192K -4,478 -52%
CCA
1714
Catalyst Capital Advisors
New York
$186K
HWA
1715
Heritage Wealth Advisors
Virginia
$181K -$90.2K -2,100 -32%
HFS
1716
Hantz Financial Services
Michigan
$179K +$258 +6 +0.1%
WPWM
1717
Western Pacific Wealth Management
Illinois
$177K +$156K +3,621 +459%
LJHT
1718
Laurie J. Hall Trustee
$171K
TFS
1719
TrustCore Financial Services
Tennessee
$170K +$129 +3 +0.1%
Kayne Anderson Rudnick Investment Management
1720
Kayne Anderson Rudnick Investment Management
California
$169K
HBW
1721
Hazlett, Burt & Watson
West Virginia
$169K +$17.2K +400 +10%
WOC
1722
West Oak Capital
California
$167K -$17.2K -400 -9%
NSB
1723
Norway Savings Bank
Maine
$167K -$6.44K -150 -3%
C
1724
Covestor
United Kingdom
$164K -$73.5K -1,711 -30%
HR
1725
Howe & Rusling
New York
$163K -$56.3K -1,311 -24%

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.