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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
GWSG
1976
GPS Wealth Strategies Group
Colorado
$84K -$6.96K -130 -7%
PH
1977
Pinnacle Holdings
Oklahoma
$83.9K +$92.7K +1,732 New
MW
1978
Milestone Wealth
New York
$83K
FFA
1979
Freedman Financial Associates
Massachusetts
$81K
Macquarie Group
1980
Macquarie Group
Australia
$80.9K +$5.12M +95,574 +6%
CTB
1981
Country Trust Bank
Illinois
$80K -$7.81K -146 -8%
CWM
1982
Curi Wealth Management
North Carolina
$80K +$69.6K +1,300 +356%
SSG
1983
Summit Securities Group
New York
$77K -$27.4M -512,826 -100%
BCMLT
1984
Beacon Capital Management LLC (Tennessee)
Tennessee
$77K +$84.2K +1,573 New
PAG
1985
Paladin Advisory Group
Iowa
$76K +$84.5K +1,578 New
IRAG
1986
Investment Research & Advisory Group
Georgia
$74K +$6.42K +120 +9%
CFN
1987
Cordasco Financial Network
Florida
$73K
EBA
1988
Eagle Bay Advisors
New York
$72K -$26.9K -502 -25%
BWS
1989
BCR Wealth Strategies
Alabama
$72K
UIA
1990
Ulland Investment Advisors
Minnesota
$70K
AIM
1991
Arcadia Investment Management
Michigan
$69K -$159K -2,968 -68%
VCM
1992
Versant Capital Management
Arizona
$68K +$1.02K +19 +1%
SIC
1993
SJS Investment Consulting
Ohio
$66K +$6.74K +126 +10%
FC
1994
Family CFO
California
$65K
BAM
1995
Bellevue Asset Management
Washington
$64K -$17.7K -331 -20%
SGAM
1996
Smith Group Asset Management
Texas
$64K -$4.82K -90 -6%
EIP
1997
Ellis Investment Partners
Pennsylvania
$64K
AWM
1998
Accel Wealth Management
Iowa
$64K +$375 +7 +0.5%
HWA
1999
Heritage Wealth Advisors
Virginia
$63K
LWP
2000
Lumature Wealth Partners
Georgia
$63K

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.