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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
CCFCSB
1751
Cape Cod Five Cents Savings Bank
Massachusetts
$261K +$53.5K +1,000 +23%
ACM
1752
AUA Capital Management
Pennsylvania
$261K +$64.2K +1,200 +29%
AA
1753
Advisory Alpha
Michigan
$261K +$288K +5,380 New
WOC
1754
West Oak Capital
California
$259K -$8.03K -150 -3%
APA
1755
Astoria Portfolio Advisors
New York
$259K +$286K +5,342 New
NFG
1756
Nations Financial Group
Iowa
$258K -$10.2K -191 -3%
OWIM
1757
Old West Investment Management
California
$257K -$284K -5,304 -50%
FPF
1758
First Pacific Financial
Washington
$257K -$88.3K -1,650 -24%
DA
1759
Denali Advisors
California
$257K -$37.5K -700 -12%
GA
1760
Greenspring Advisors
Maryland
$257K -$16.9K -316 -6%
HBT
1761
Hills Bank & Trust
Iowa
$257K -$1.34K -25 -0.5%
CC
1762
Constitution Capital
Connecticut
$257K
PCMC
1763
Private Capital Management (Colorado)
Colorado
$257K +$12.8K +239 +5%
MSE
1764
MUFG Securities EMEA
United Kingdom
$256K -$219K -4,090 -44%
OWA
1765
Octavia Wealth Advisors
Ohio
$254K -$5.3K -99 -2%
GC
1766
Gratus Capital
Georgia
$254K
CT
1767
Coastline Trust
Rhode Island
$253K
MCA
1768
MSH Capital Advisors
Arizona
$252K +$278K +5,194 New
WCG
1769
Weaver Consulting Group
California
$251K -$7.49K -140 -3%
BFA
1770
Bill Few Associates
Pennsylvania
$251K +$26.8K +500 +11%
HAS
1771
HBW Advisory Services
California
$250K -$33.8K -632 -11%
CAAS
1772
Capital Asset Advisory Services
Michigan
$250K -$3.96K -74 -1%
BFO
1773
Boston Family Office
Massachusetts
$250K
FPCG
1774
Fort Pitt Capital Group
Pennsylvania
$249K -$2.09K -39 -0.8%
WJA
1775
Willis Johnson & Associates
Texas
$249K +$275K +5,136 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.