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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
FWM
1901
Focused Wealth Management
New York
$18K +$43 +1 +0.2%
EC
1902
EdgeRock Capital
Colorado
$18K +$19.5K +454 New
MUMSS
1903
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K
VWM
1904
Valley Wealth Managers
New Jersey
$17K
M
1905
MOTCO
Texas
$17K +$14.9K +347 +423%
CAM
1906
Costello Asset Management
Pennsylvania
$16K
TVWM
1907
Tower View Wealth Management
Wisconsin
$16K +$129 +3 +0.8%
SCA
1908
Stuart Chaussee & Associates
California
$15K
CBT
1909
Central Bank & Trust
Kentucky
$15K +$8.59K +200 +121%
SC
1910
Stephens Consulting
Michigan
$14.3K
ETC
1911
Exchange Traded Concepts
Oklahoma
$14K -$6.23K -145 -29%
MIM
1912
Meridiem Investment Management
United Kingdom
$14K
NOI
1913
Newton One Investments
Delaware
$14K
SC
1914
Schubert & Co
Texas
$14K +$6.96K +162 +82%
Loomis, Sayles & Company
1915
Loomis, Sayles & Company
Massachusetts
$13K -$25.6K -597 -66%
TFM
1916
TFC Financial Management
Massachusetts
$13K
PP
1917
PFS Partners
New Jersey
$12.5K
BEI
1918
Benjamin Edwards Inc
Missouri
$12K +$5.46K +127 +79%
CWM
1919
Cedar Wealth Management
California
$10K
CMP
1920
Coston McIsaac & Partners
Maine
$10K
NF
1921
Norwood Financial
Pennsylvania
$10K
FCG
1922
Financial Connections Group
California
$9K -$21.5K -500 -67%
BHWM
1923
Beaird Harris Wealth Management
Texas
$9K
GG
1924
Gleason Group
Kentucky
$9K +$43 +1 +0.5%
KA
1925
Kozak & Associates
Colorado
$9K +$86 +2 +0.9%

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.