We are live on ! Find out more
WFC icon

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
WAM
1851
Worth Asset Management
Texas
$38K
MFT
1852
Moisand Fitzgerald Tamayo
Florida
$38K +$1.5K +35 +4%
GEA
1853
Glen Eagle Advisors
New Jersey
$37K -$134K -3,111 -77%
SIS
1854
Sound Income Strategies
Florida
$37K +$13.7K +318 +54%
CJL
1855
Cyrus J. Lawrence
New York
$36K
OCM
1856
Orion Capital Management
California
$36K +$21.5K +500 +125%
MGIM
1857
M&G Investment Management
United Kingdom
$35.3K -$21M -488,647 -36%
BWA
1858
BDO Wealth Advisors
Florida
$35K +$4.3K +100 +13%
AA
1859
Addison Advisors
Vermont
$34K +$7.91K +184 +28%
CC
1860
Centiva Capital
New York
$33K -$2.33M -54,341 -99%
TIM
1861
Tortoise Investment Management
New York
$32K
TCM
1862
Tradewinds Capital Management
Washington
$32K
AIC
1863
Archer Investment Corporation
Indiana
$31.8K
FDCC
1864
Foster Dykema Cabot & Co
Massachusetts
$31K -$136K -3,154 -80%
DWP
1865
Destiny Wealth Partners
Florida
$31K
DAC
1866
Dividend Assets Capital
South Carolina
$30K
CHA
1867
Carmichael Hill & Associates
Maryland
$29K +$215 +5 +0.7%
BA
1868
Bellwether Advisors
Nebraska
$29K +$5.37K +125 +20%
IAS
1869
IMA Advisory Services
Colorado
$28K
TCCM
1870
Timber Creek Capital Management
Massachusetts
$28K
FMP
1871
Financial Management Professionals
Texas
$28K +$11.8K +275 +67%
KFS
1872
Kelly Financial Services
Massachusetts
$27.8K +$86 +2 +0.3%
BC
1873
Barrett & Company
Rhode Island
$27.5K +$28.6K +665 New
SIA
1874
SkyView Investment Advisors
New Jersey
$26K -$526K -12,250 -95%
TC
1875
Truvestments Capital
Florida
$25K -$1.16K -27 -4%

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.