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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
SAMT
1826
Select Asset Management & Trust
Pennsylvania
$226K
AWM
1827
Atticus Wealth Management
Florida
$226K +$137K +2,560 +122%
JWM
1828
Janiczek Wealth Management
Colorado
$225K +$22.6K +423 +10%
SQA
1829
Simon Quick Advisors
New Jersey
$225K +$103K +1,933 +71%
CCA
1830
Catalyst Capital Advisors
New York
$224K
CTI
1831
Community Trust & Investment
Kentucky
$224K
W
1832
Wealthquest
Ohio
$224K
FPIS
1833
Financial Planning & Information Services
Wisconsin
$222K -$2.25K -42 -0.9%
VFP
1834
Verus Financial Partners
Virginia
$222K +$321 +6 +0.1%
DWM
1835
Dakota Wealth Management
Florida
$222K +$244K +4,567 New
LF
1836
LifeSteps Financial
California
$222K +$245K +4,572 New
AWC
1837
Adamsbrown Wealth Consultants
Kansas
$222K +$245K +4,583 New
MCA
1838
Millennium Capital Advisors
Arkansas
$220K +$244K +4,550 New
PSP
1839
Principal Street Partners
Tennessee
$220K +$243K +4,546 New
WANY
1840
Wealthspire Advisors (New York)
New York
$219K -$266K -4,972 -52%
CCP
1841
Clarkston Capital Partners
Michigan
$219K -$36.9K -690 -13%
LJHT
1842
Laurie J. Hall Trustee
$219K
AC
1843
AlphaCore Capital
California
$219K +$241K +4,510 New
EW
1844
Evoke Wealth
California
$218K +$12.6K +236 +6%
ZF
1845
Zhang Financial
Michigan
$218K +$17K +317 +8%
FWTB
1846
First Western Trust Bank
Colorado
$218K +$233K +4,356 New
AA
1847
Apriem Advisors
California
$218K +$241K +4,500 New
ML
1848
McAdam LLC
Pennsylvania
$217K +$10.8K +202 +5%
WAAG
1849
Wealth Alliance Advisory Group
Kansas
$215K
RA
1850
Riversedge Advisors
Delaware
$214K +$107 +2 +0%

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.