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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
AMBIA
1776
Allen Mooney & Barnes Investment Advisors
Georgia
$248K +$274K +5,122 New
TWA
1777
TPB Wealth Advisors
Texas
$248K +$54 +1 +0%
TFA
1778
Tranquilli Financial Advisor
New Jersey
$248K +$4.07K +76 +2%
HWM
1779
Hohimer Wealth Management
Washington
$248K +$274K +5,121 New
MFG
1780
Merit Financial Group
Georgia
$248K +$274K +5,126 New
BHWM
1781
Bar Harbor Wealth Management
New Hampshire
$247K -$26.9K -502 -9%
CCM
1782
CTC Capital Management
Illinois
$247K +$273K +5,100 New
BWA
1783
Burt Wealth Advisors
Maryland
$246K
BFA
1784
Buttonwood Financial Advisors
Maryland
$246K +$19.1K +357 +8%
DC
1785
Defender Capital
North Carolina
$246K +$272K +5,074 New
NWM
1786
Northcape Wealth Management
New York
$246K +$272K +5,084 New
PWA
1787
Physician Wealth Advisors
Utah
$246K +$286K +5,353 New
CWC
1788
Carolinas Wealth Consulting
North Carolina
$245K +$62K +1,158 +30%
MFG
1789
Magnus Financial Group
New York
$245K +$270K +5,047 New
WEG
1790
World Equity Group
Illinois
$244K +$269K +5,030 New
MC
1791
Middleton & Co
Massachusetts
$243K
RCG
1792
Rock Creek Group
District of Columbia
$243K +$108K +2,011 +67%
QFA
1793
Quattro Financial Advisors
Texas
$242K -$268K -5,000 -50%
HKIM
1794
Hayek Kallen Investment Management
Alabama
$242K -$29.4K -550 -10%
MJP
1795
Michael J. Puzo
$242K
LW
1796
Linscomb Wealth
Texas
$242K +$21.4K +400 +9%
WAS
1797
Wealth Advisory Solutions
Indiana
$242K +$267K +4,992 New
FHC
1798
First Heartland Consultants
Missouri
$241K -$18.8K -351 -7%
MIA
1799
MMBG Investment Advisors
Florida
$241K +$267K +4,980 New
TIA
1800
Traphagen Investment Advisors
New Jersey
$240K -$152K -2,845 -36%

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.