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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
SBL
1951
Sargent Bickham Lagudis
Colorado
$102K
TSWM
1952
Tyler-Stone Wealth Management
Ohio
$101K
FWM
1953
Focused Wealth Management
New York
$99K -$112K -2,099 -51%
CWA
1954
Clearview Wealth Advisors
Oregon
$99K -$10.2K -191 -9%
FFC
1955
First Financial Corp
Indiana
$99K
MWM
1956
Mascoma Wealth Management
New Hampshire
$99K +$16.8K +313 +18%
SFO
1957
Standard Family Office
South Dakota
$99K +$109K +2,035 New
GFPC
1958
Global Financial Private Client
Florida
$98.4K
AFS
1959
Annapolis Financial Services
Maryland
$98K -$2.03K -38 -2%
SWA
1960
SOA Wealth Advisors
New York
$94K +$10.7K +200 +11%
LTI
1961
Laffer Tengler Investments
Tennessee
$92.2K
TW
1962
Towerpoint Wealth
California
$92K
HIM
1963
Hillsdale Investment Management
Ontario, Canada
$92K +$58.3K +1,090 +136%
EWM
1964
Endurance Wealth Management
Rhode Island
$91K
JGIA
1965
Jackson Grant Investment Advisers
Connecticut
$90K +$99.1K +1,851 New
TIM
1966
Tevis Investment Management
Texas
$89K +$41.3K +772 +73%
FCMT
1967
Founders Capital Management (Texas)
Texas
$87K
GCM
1968
Gables Capital Management
Florida
$87K
IAIM
1969
Industrial Alliance Investment Management
Quebec, Canada
$87K +$34.1K +637 +55%
FMTCOCP
1970
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K
PWC
1971
PYA Waltman Capital
Tennessee
$86K
ATC
1972
Adirondack Trust Company
New York
$86K +$5.89K +110 +7%
EARNEST Partners
1973
EARNEST Partners
Georgia
$85K
VCM
1974
Vigilant Capital Management
Maine
$84K -$145K -2,700 -61%
WAS
1975
Winch Advisory Services
Wisconsin
$84K -$40.9K -765 -31%

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.