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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
OLVIG
1926
Oliver Lagore Vanvalin Investment Group
Michigan
$9K +$1.85K +43 +25%
CM
1927
Cornerstone Management
Georgia
$8.85K
UCB
1928
United Community Bank
South Carolina
$8.29K +$8.85K +206 New
ST
1929
Sageworth Trust
Pennsylvania
$8K -$169K -3,941 -95%
FNBOSM
1930
First National Bank of South Miami
Florida
$8K
PGAM
1931
Princeton Global Asset Management
New Jersey
$8K +$43 +1 +0.5%
DI
1932
Disciplined Investments
Oklahoma
$7K +$2.06K +48 +35%
CP
1933
Castleview Partners
Texas
$7K +$7.22K +168 New
TFGT
1934
TS Financial Group (TSFG)
Illinois
$6K -$3.82K -89 -39%
CWA
1935
Carolina Wealth Advisors
South Carolina
$5K
FWA
1936
FSC Wealth Advisors
New York
$5K
SL
1937
Savior LLC
Massachusetts
$5K
MOS
1938
MGO One Seven
Ohio
$4.19K +$659K +15,338 +89%
CAM
1939
ClariVest Asset Management
California
$4K
CT
1940
Clearstead Trust
Maine
$4K
EAM
1941
Eukles Asset Management
Ohio
$4K
FEG
1942
Financial Enhancement Group
Indiana
$4K
SAM
1943
Strategic Asset Management
Minnesota
$4K
TFA
1944
Toth Financial Advisory
Virginia
$4K
YAL
1945
Your Advocates Ltd
Texas
$3K -$2.15K -50 -41%
AFG
1946
Albion Financial Group
Utah
$3K
DAL
1947
Delta Accumulation LLC
California
$3K
FGAM
1948
Financial Gravity Asset Management
Texas
$2.9K -$2.66K -62 -9%
IIL
1949
Insight Inv LLC
California
$2K
SJIM
1950
St. Johns Investment Management
Florida
$2K

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.