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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
BSB
1851
Bangor Savings Bank
Maine
$214K +$6.69K +125 +3%
BFM
1852
Boston Financial Management
Massachusetts
$214K +$236K +4,415 New
FW
1853
FirstPurpose Wealth
Utah
$212K -$14.2K -266 -6%
BOH
1854
Bank of Hawaii
Hawaii
$212K +$234K +4,373 New
CPWMP
1855
Cardinal Point Wealth Management Partners
California
$211K
BONST
1856
Bank of Nova Scotia Trust
Ontario, Canada
$211K +$233K +4,353 New
BEW
1857
Burton Enright Welch
California
$211K -$9.31K -174 -4%
WCA
1858
Waypoint Capital Advisors
Minnesota
$209K +$4.71K +88 +2%
FA
1859
Fermata Advisors
California
$208K -$30.7K -574 -12%
BWM
1860
BlackDiamond Wealth Management
New York
$208K -$5.08K -95 -2%
MCP
1861
Mirador Capital Partners
California
$208K -$3.59K -67 -2%
HT
1862
Heritage Trust
Oklahoma
$208K
SMH
1863
Sanders Morris Harris
Texas
$208K
SFG
1864
StrategIQ Financial Group
Indiana
$208K
FPS
1865
Fieldpoint Private Securities
Connecticut
$207K +$2.94K +55 +1%
PP
1866
PDS Planning
Ohio
$207K +$4.66K +87 +2%
HWMG
1867
Hurlow Wealth Management Group
Indiana
$207K +$229K +4,280 New
MM
1868
MQS Management
New York
$207K +$229K +4,280 New
SCG
1869
Sonata Capital Group
Washington
$206K
MFA
1870
Mayflower Financial Advisors
Massachusetts
$206K +$4.44K +83 +2%
CWM
1871
Cordatus Wealth Management
Pennsylvania
$206K +$227K +4,248 New
GW
1872
GW & Wade
Massachusetts
$206K +$228K +4,256 New
FAB
1873
First American Bank
Illinois
$205K +$227K +4,235 New
IIC
1874
Integrated Investment Consultants
Michigan
$205K -$14.6K -272 -6%
APG
1875
Abacus Planning Group
South Carolina
$205K +$54 +1 +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.