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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
PFA
1726
Professional Financial Advisors
Nebraska
$163K +$1.12K +26 +0.6%
KTC
1727
Kistler-Tiffany Companies
Pennsylvania
$163K +$9.45K +220 +6%
CWC
1728
Carolinas Wealth Consulting
North Carolina
$159K -$22.8K -531 -12%
BBPWM
1729
Blue Bell Private Wealth Management
Pennsylvania
$158K
EW
1730
Evoke Wealth
California
$153K -$31.9K -743 -16%
TF
1731
Tompkins Financial
New York
$153K
CWA
1732
Clearview Wealth Advisors
Oregon
$151K -$2.75K -64 -2%
CCA
1733
Column Capital Advisors
Indiana
$150K
MPWT
1734
MassMutual Private Wealth & Trust
Connecticut
$150K +$31.9K +742 +25%
BLC
1735
Brown, Lisle/Cummings
Rhode Island
$147K +$10.7K +250 +7%
CFD
1736
Creative Financial Designs
Indiana
$146K +$3.78K +88 +2%
WWM
1737
Wolff Wiese Magana
California
$143K -$4.17K -97 -3%
SFM
1738
Spartan Fund Management
Canada
$143K
MIP
1739
Mondrian Investment Partners
United Kingdom
$142K +$2.65M +61,680 +2%
AWM
1740
Atticus Wealth Management
Florida
$141K
SWA
1741
Sutton Wealth Advisors
Florida
$140K +$559 +13 +0.4%
MHR
1742
Matthew Hamilton Rosenberg
$139K +$301 +7 +0.2%
OC
1743
Oakworth Capital
Alabama
$137K
MS
1744
Mizuho Securities
Japan
$136K +$133K +3,100 +1,092%
M1FG
1745
Mach-1 Financial Group
Arkansas
$135K +$5.41K +126 +4%
IHWM
1746
Iron Horse Wealth Management
Iowa
$133K -$308K -7,159 -68%
EBA
1747
Eagle Bay Advisors
New York
$132K +$28.7K +669 +26%
AIM
1748
Acropolis Investment Management
Missouri
$131K -$32.8K -764 -19%
SWM
1749
Sugarloaf Wealth Management
Georgia
$131K +$13.5K +314 +11%
PIA
1750
Powell Investment Advisors
Florida
$127K

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.