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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
DIP
1876
DT Investment Partners
Pennsylvania
$25K +$26.8K +624 New
AWM
1877
AllSquare Wealth Management
New York
$24K
OSNBOA
1878
Old Second National Bank of Aurora
Illinois
$24K
TF
1879
TimeScale Financial
Massachusetts
$24K +$129 +3 +0.5%
AA
1880
AlphaMark Advisors
Kentucky
$24K +$3.01K +70 +13%
CMA
1881
Cedar Mountain Advisors
Oregon
$24K +$3.31K +77 +15%
MCC
1882
Money Concepts Capital
Florida
$24K +$7.05K +164 +37%
BWM
1883
Baystate Wealth Management
Massachusetts
$23K +$172 +4 +0.7%
CFFP
1884
Center for Financial Planning
Michigan
$23K +$7.35K +171 +44%
AFIA
1885
America First Investment Advisors
Nebraska
$23K +$9.45K +220 +65%
BC
1886
Belmont Capital
California
$22K +$23.8K +554 New
PCH
1887
Polar Capital Holdings
United Kingdom
$21.3K +$4.33M +100,716 +23%
RG
1888
Retirement Group
California
$21K -$5.37K -125 -20%
BDS
1889
Banco de Sabadell
Florida
$21K
BCPWM
1890
Bradley & Co Private Wealth Management
Florida
$21K
GWA
1891
Gibson Wealth Advisors
Texas
$21K
RDIA
1892
RE Dickinson Investment Advisors
Iowa
$21K
LFA
1893
Level Financial Advisors
New York
$21K +$172 +4 +0.8%
LCM
1894
Laurion Capital Management
New York
$19K -$3.15M -73,220 -99%
HDIM
1895
Hanson & Doremus Investment Management
Vermont
$19K -$9.19K -214 -31%
CAL
1896
Capital Advisors Ltd
Ohio
$19K -$215 -5 -1%
TFA
1897
Transamerica Financial Advisors
Florida
$19K +$14K +326 +230%
NC
1898
NewSquare Capital
Pennsylvania
$18K -$28.6K -666 -60%
BAM
1899
Byrne Asset Management
New Jersey
$18K -$17.9K -416 -48%
DMKJ
1900
David M. Knott Jr
$18K

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.