We are live on ! Find out more
WFC icon

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
SWM
1876
Segment Wealth Management
Texas
$205K +$226K +4,231 New
PAM
1877
Premier Asset Management
Illinois
$204K -$26.8K -500 -11%
GAM
1878
Gould Asset Management
California
$204K -$10.4K -195 -4%
AMC
1879
Asset Management Corp
Illinois
$204K -$9.74K -182 -4%
MWM
1880
MinichMacGregor Wealth Management
New York
$204K +$226K +4,227 New
TFS
1881
TrustCore Financial Services
Tennessee
$202K -$10.6K -198 -5%
IF
1882
Integrity Financial
Wyoming
$202K
RCA
1883
Resonant Capital Advisors
Wisconsin
$202K +$222K +4,152 New
HFA
1884
HC Financial Advisors
California
$201K -$15.5K -290 -7%
NCMW
1885
Northern Capital Management (Washington)
Washington
$201K +$222K +4,143 New
MAG
1886
Mokosak Advisory Group
Iowa
$200K +$220K +4,106 New
AIM
1887
Athena Investment Management
California
$200K +$224K +4,182 New
RIM
1888
Rockbridge Investment Management
New York
$196K -$22.2K -414 -9%
BFC
1889
Bedel Financial Consulting
Indiana
$195K +$749 +14 +0.3%
PFA
1890
Professional Financial Advisors
Nebraska
$194K +$963 +18 +0.5%
BBPWM
1891
Blue Bell Private Wealth Management
Pennsylvania
$191K
SAS
1892
Stelac Advisory Services
New York
$189K -$402K -7,511 -66%
CA
1893
Crewe Advisors
Utah
$189K +$144K +2,694 +225%
HH
1894
HWG Holdings
Texas
$189K +$182K +3,401 +683%
BLC
1895
Brown, Lisle/Cummings
Rhode Island
$187K
TWA
1896
TCI Wealth Advisors
Arizona
$186K -$6.1K -114 -3%
TF
1897
Tompkins Financial
New York
$185K -$64.4K -1,203 -24%
HBW
1898
Hazlett, Burt & Watson
West Virginia
$185K +$204K +3,812 New
SC
1899
Sierra Capital
Florida
$184K +$6.21K +116 +3%
C
1900
Covestor
United Kingdom
$184K +$118K +2,204 +139%

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.