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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
KTC
1901
Kistler-Tiffany Companies
Pennsylvania
$183K +$161 +3 +0.1%
AIM
1902
Acropolis Investment Management
Missouri
$182K -$7.92K -148 -4%
MHR
1903
Matthew Hamilton Rosenberg
$182K +$61.2K +1,143 +44%
LFG
1904
Larson Financial Group
Missouri
$180K +$14K +262 +8%
MPWT
1905
MassMutual Private Wealth & Trust
Connecticut
$178K -$51.6K -964 -21%
TCM
1906
Tradewinds Capital Management
Washington
$177K +$54 +1 +0%
NFSG
1907
Newbridge Financial Services Group
Florida
$176K +$13K +243 +7%
QC
1908
Quent Capital
New York
$175K +$131K +2,451 +212%
CFD
1909
Creative Financial Designs
Indiana
$174K +$3.69K +69 +2%
ARMC
1910
American Research & Management Company
Massachusetts
$165K -$22.7K -425 -11%
Kayne Anderson Rudnick Investment Management
1911
Kayne Anderson Rudnick Investment Management
California
$165K -$2.62K -49 -1%
OC
1912
Oakworth Capital
Alabama
$164K -$19K -355 -9%
GC
1913
Garde Capital
Washington
$161K +$803 +15 +0.5%
ADL
1914
Asset Dedication LLC
California
$159K +$121K +2,261 +233%
PWMG
1915
Prestige Wealth Management Group
New Jersey
$156K +$696 +13 +0.4%
FMB
1916
Field & Main Bank
Kentucky
$156K +$124K +2,325 +258%
PIA
1917
Powell Investment Advisors
Florida
$154K +$68.9K +1,288 +68%
FAG
1918
Fortitude Advisory Group
Washington
$150K +$6.48K +121 +4%
TAM
1919
Tucker Asset Management
Colorado
$147K +$2.19K +41 +1%
TAIM
1920
TD Ameritrade Investment Management
Nebraska
$146K +$99.5K +1,859 +161%
SWM
1921
Sugarloaf Wealth Management
Georgia
$142K
CAL
1922
Capital Analysts LLC
Pennsylvania
$141K +$7.65K +143 +5%
FF
1923
FourThought Financial
Florida
$140K +$428 +8 +0.3%
CHC
1924
City Holding Co
West Virginia
$138K
CYG
1925
Clean Yield Group
Vermont
$138K

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.