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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
EIP
1826
Ellis Investment Partners
Pennsylvania
$57K
PAI
1827
Pittenger & Anderson Inc
Nebraska
$56K +$43K +1,000 +250%
BAM
1828
Bellevue Asset Management
Washington
$55K +$129 +3 +0.2%
FC
1829
Family CFO
California
$54.2K
HIM
1830
Hillsdale Investment Management
Ontario, Canada
$54K -$23.2K -540 -29%
IRAG
1831
Investment Research & Advisory Group
Georgia
$54K
VCM
1832
Versant Capital Management
Arizona
$54K +$644 +15 +1%
MW
1833
Milestone Wealth
New York
$52K
RA
1834
Rise Advisors
New York
$52K +$344 +8 +0.6%
HIIFS
1835
Harel Insurance Investments & Financial Services
Israel
$52K +$25.8K +600 +88%
AWM
1836
Abound Wealth Management
Tennessee
$51.9K +$55.4K +1,289 New
CWM
1837
Cranbrook Wealth Management
Michigan
$51K
AIM
1838
Arcadia Investment Management
Michigan
$49K -$8.59K -200 -14%
BONH
1839
Bank of New Hampshire
New Hampshire
$49K
SAM
1840
Selway Asset Management
$48K -$756K -17,600 -94%
ME
1841
McIlrath & Eck
Washington
$48K
HNWAG
1842
High Net Worth Advisory Group
Florida
$48K +$43 +1 +0.1%
AP
1843
Arlington Partners
Alabama
$47K -$33.6K -783 -40%
MWC
1844
MBM Wealth Consultants
Missouri
$46K
BIA
1845
Bell Investment Advisors
California
$44K +$27.5K +639 +139%
PO
1846
Private Ocean
California
$41K +$13.2K +307 +43%
WAM
1847
Westport Asset Management
Connecticut
$40K
HS
1848
Horan Securities
United States
$40K +$43 +1 +0.1%
DWA
1849
Dougherty Wealth Advisers
Minnesota
$39K -$9.67K -225 -19%
RA
1850
Rational Advisors
New York
$39K +$2.32K +54 +6%

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.