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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
CWM
1801
Chesapeake Wealth Management
Virginia
$239K
HR
1802
Hardy Reed
Mississippi
$239K
NSB
1803
Norway Savings Bank
Maine
$239K
SSWM
1804
Smith Salley Wealth Management
North Carolina
$239K +$54 +1 +0%
LRIA
1805
Leonard Rickey Investment Advisors
Washington
$239K +$16.8K +314 +7%
NICM
1806
Neo Ivy Capital Management
New York
$238K +$72.8K +1,360 +38%
ACG
1807
Allen Capital Group
Nebraska
$238K +$263K +4,913 New
LWM
1808
Laidlaw Wealth Management
New York
$237K +$4.01K +75 +2%
TWP
1809
Tempus Wealth Planning
California
$236K -$84.7K -1,583 -25%
TH
1810
TCTC Holdings
Texas
$234K
UBV
1811
United Bank (Virginia)
Virginia
$234K
AAS
1812
Annex Advisory Services
Wisconsin
$233K -$552K -10,308 -68%
PCA
1813
Pallas Capital Advisors
Massachusetts
$232K -$75.5K -1,410 -22%
ACM
1814
Alta Capital Management
Utah
$232K
SIC
1815
Sigma Investment Counselors
Michigan
$231K
HFS
1816
Hantz Financial Services
Michigan
$231K +$18.8K +351 +8%
BCM
1817
Buckhead Capital Management
Georgia
$230K -$18.7K -349 -7%
HPWM
1818
Highland Private Wealth Management
Washington
$229K +$252K +4,712 New
VDI
1819
Vaughan David Investments
Illinois
$228K -$13.9K -260 -5%
SICM
1820
Sustainable Insight Capital Management
New York
$228K +$252K +4,700 New
PCMN
1821
Paradigm Capital Management (Nevada)
Nevada
$228K +$252K +4,707 New
SA
1822
Strategic Advisors
New York
$227K -$53.5K -1,000 -18%
WWM
1823
Wolff Wiese Magana
California
$227K -$6.69K -125 -3%
RIM
1824
Reliant Investment Management
Tennessee
$227K +$251K +4,691 New
KFC
1825
Klingenstein Fields & Co
New York
$226K

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.