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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
RTC
1801
Riverview Trust Company
Washington
$72K -$102K -2,379 -57%
EWM
1802
Endurance Wealth Management
Rhode Island
$72K
GCM
1803
Gables Capital Management
Florida
$72K
PP
1804
Pacifica Partners
Canada
$71K -$1.72K -40 -2%
EARNEST Partners
1805
EARNEST Partners
Georgia
$71K
FMTCOCP
1806
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$71K
PWC
1807
PYA Waltman Capital
Tennessee
$71K
WAS
1808
Winch Advisory Services
Wisconsin
$71K +$516 +12 +0.7%
LWP
1809
Lumature Wealth Partners
Georgia
$70K +$19.3K +450 +35%
HFM
1810
Harvest Fund Management
China
$69K -$35.8K -834 -33%
SWA
1811
SOA Wealth Advisors
New York
$69K
VCM
1812
Vigilant Capital Management
Maine
$69K +$3.05K +71 +4%
KFI
1813
Key Financial Inc
Pennsylvania
$67K -$62.1K -1,445 -47%
GWSG
1814
GPS Wealth Strategies Group
Colorado
$66K -$4.73K -110 -6%
CTB
1815
Country Trust Bank
Illinois
$66K
BHWM
1816
Bay Harbor Wealth Management
Maryland
$66K +$70.8K +1,648 New
NFSG
1817
Newbridge Financial Services Group
Florida
$65K +$129 +3 +0.2%
AWM
1818
Accel Wealth Management
Iowa
$64K -$1.59K -37 -2%
Bank Julius Baer & Co
1819
Bank Julius Baer & Co
Switzerland
$64K -$1.25K -29 -2%
AFS
1820
Annapolis Financial Services
Maryland
$60K -$22.9K -534 -26%
BWS
1821
BCR Wealth Strategies
Alabama
$60K
SIC
1822
SJS Investment Consulting
Ohio
$59K +$63.3K +1,473 New
TAIM
1823
TD Ameritrade Investment Management
Nebraska
$58K -$74.5K -1,734 -55%
BCMLT
1824
Beacon Capital Management LLC (Tennessee)
Tennessee
$58K -$4.86K -113 -7%
UIA
1825
Ulland Investment Advisors
Minnesota
$58K

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.