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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
OIA
1926
Optimum Investment Advisors
Illinois
$135K -$10.7K -200 -7%
ODG
1927
O'Dell Group
Ohio
$132K -$31.5K -589 -18%
CCA
1928
Column Capital Advisors
Indiana
$132K -$4.6K -86 -3%
CIR
1929
Clear Investment Research
Georgia
$132K
IA
1930
IndexIQ Advisors
New York
$132K +$55.2K +1,032 +61%
RTC
1931
Riverview Trust Company
Washington
$129K +$143K +2,669 New
JEST
1932
JTC Employer Solutions Trustee
Jersey
$126K
KFI
1933
Key Financial Inc
Pennsylvania
$126K +$70.5K +1,317 +103%
APW
1934
Acima Private Wealth
Virginia
$125K
CB
1935
CNB Bank
Pennsylvania
$124K -$3.32K -62 -2%
AP
1936
Arlington Partners
Alabama
$123K +$3.1K +58 +2%
KPCM
1937
Kings Point Capital Management
New York
$123K +$70.1K +1,310 +106%
CAC
1938
Core Alternative Capital
Georgia
$122K -$3.15M -58,877 -96%
ICM
1939
Islay Capital Management
Texas
$121K -$214K -4,000 -62%
CHA
1940
Carmichael Hill & Associates
Maryland
$121K +$94.6K +1,768 +248%
FCT
1941
First Community Trust
Iowa
$119K
MTIC
1942
Missouri Trust & Investment Company
Missouri
$118K
1IA
1943
1834 Investment Advisors
Wisconsin
$117K -$4.76K -89 -4%
DWMG
1944
DB Wealth Management Group
California
$117K
HC
1945
Hoese & Co
Minnesota
$115K -$18.7K -350 -13%
WPA
1946
West Paces Advisors
Georgia
$114K +$1.18K +22 +0.9%
AIC
1947
Archer Investment Corporation
Indiana
$112K
APC
1948
Aspire Private Capital
North Carolina
$107K -$696 -13 -0.6%
FP
1949
Financial Perspectives
Minnesota
$106K +$44.9K +839 +63%
BDWM
1950
Brewin Dolphin Wealth Management
Ireland
$102K -$46.7K -872 -29%

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.