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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
SWA
1726
Sutton Wealth Advisors
Florida
$275K +$428 +8 +0.1%
LFA
1727
Laraway Financial Advisors
Minnesota
$275K -$53.5K -1,000 -15%
FNBOH
1728
First National Bank of Hutchinson
Kansas
$275K
MPW
1729
Monterey Private Wealth
California
$275K +$293K +5,482 New
DA
1730
Detalus Advisors
Missouri
$273K +$2.3K +43 +0.8%
AAP
1731
Arax Advisory Partners
Colorado
$273K +$130K +2,420 +75%
EWM
1732
Empirical Wealth Management
Washington
$273K +$302K +5,636 New
FCFS
1733
First Command Financial Services
Texas
$272K -$1.66K -31 -0.5%
CWP
1734
Curated Wealth Partners
California
$272K
FCB
1735
First Command Bank
Texas
$272K +$116K +2,166 +63%
GCIA
1736
Gabelli & Co Investment Advisers
New York
$271K
HR
1737
Howe & Rusling
New York
$269K -$145K -2,705 -33%
VT
1738
Vise Technologies
New York
$269K +$297K +5,549 New
WPP
1739
Whalerock Point Partners
Rhode Island
$268K
MSFS
1740
Main Street Financial Solutions
Pennsylvania
$267K -$33.3K -622 -10%
MJRIC
1741
Mogy Joel R Investment Counsel
California
$267K
MPCG
1742
Matrix Private Capital Group
New York
$267K +$4.5K +84 +2%
VV
1743
Verity & Verity
South Carolina
$267K +$295K +5,510 New
SGI
1744
Summit Global Investments
Utah
$266K
HPC
1745
Hobart Private Capital
North Carolina
$266K
AB
1746
Atlas Brown
Kentucky
$264K
BWM
1747
Buckley Wealth Management
Nevada
$263K +$31.9K +596 +12%
CAGAS
1748
Capital Advisory Group Advisory Services
Minnesota
$262K -$38.8K -725 -12%
PC
1749
Pecaut & Co
Iowa
$262K
SIC
1750
Samalin Investment Counsel
New York
$262K +$910 +17 +0.3%

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.