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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
ACA
1751
Atlas Capital Advisors
Wyoming
$125K -$85.9K -2,000 -39%
ARMC
1752
American Research & Management Company
Massachusetts
$125K -$8.59K -200 -6%
FF
1753
FourThought Financial
Florida
$117K +$516 +12 +0.4%
CYG
1754
Clean Yield Group
Vermont
$115K
ACM
1755
AUA Capital Management
Pennsylvania
$113K -$111K -2,572 -48%
AIM
1756
Axiom Investment Management
New York
$111K +$116K +2,692 New
ODG
1757
O'Dell Group
Ohio
$110K
CIR
1758
Clear Investment Research
Georgia
$110K +$117K +2,734 New
CAL
1759
Capital Analysts LLC
Pennsylvania
$107K -$11.9K -276 -9%
LFG
1760
Larson Financial Group
Missouri
$107K -$4.68K -109 -4%
TIM
1761
Tevis Investment Management
Texas
$106K +$18.5K +430 +19%
APW
1762
Acima Private Wealth
Virginia
$103K
CAC
1763
Core Alternative Capital
Georgia
$103K +$6.1K +142 +6%
ATC
1764
Adirondack Trust Company
New York
$102K -$5.33K -124 -5%
PWMG
1765
Prestige Wealth Management Group
New Jersey
$102K +$988 +23 +0.9%
OIA
1766
Optimum Investment Advisors
Illinois
$101K -$11.7K -273 -10%
ICM
1767
Islay Capital Management
Texas
$101K
FPFS
1768
First Personal Financial Services
North Carolina
$100K
BFPW
1769
BOK Financial Private Wealth
Colorado
$99K
KIG
1770
Kessler Investment Group
Indiana
$99K
MTIC
1771
Missouri Trust & Investment Company
Missouri
$98K
GM
1772
GeoWealth Management
Illinois
$98K +$105K +2,439 New
CB
1773
CNB Bank
Pennsylvania
$97K
DWMG
1774
DB Wealth Management Group
California
$97K
ETH
1775
Exos TFP Holdings
New York
$96K +$102K +2,380 New

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.