We are live on ! Find out more
WFC icon

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
JMF
2001
Johnson Midwest Financial
Iowa
$63K +$321 +6 +0.5%
PP
2002
Pacifica Partners
Canada
$62K -$3.21K -60 -5%
CWM
2003
Cranbrook Wealth Management
Michigan
$62K
MGIM
2004
M&G Investment Management
United Kingdom
$61.3K -$12.8M -238,848 -16%
RA
2005
Rise Advisors
New York
$61K +$321 +6 +0.5%
FAM
2006
Fred Alger Management
New York
$60K -$2.83M -52,802 -98%
MS
2007
Mizuho Securities
Japan
$60K +$11.8K +221 +22%
BONH
2008
Bank of New Hampshire
New Hampshire
$59K +$65.3K +1,220 New
DWA
2009
Dougherty Wealth Advisers
Minnesota
$58K
ME
2010
McIlrath & Eck
Washington
$58K
HNWAG
2011
High Net Worth Advisory Group
Florida
$57K
T
2012
TCWP
Ohio
$55K +$61.2K +1,144 New
MWC
2013
MBM Wealth Consultants
Missouri
$54K
NC
2014
NewSquare Capital
Pennsylvania
$54K
CJL
2015
Cyrus J. Lawrence
New York
$53K +$58.9K +1,100 New
SFG
2016
Steward Financial Group
Texas
$53K +$59.3K +1,108 New
SPWM
2017
Spartan Planning & Wealth Management
North Carolina
$52K +$57.8K +1,080 New
AA
2018
Addison Advisors
Vermont
$50K +$21.9K +409 +65%
WAM
2019
Westport Asset Management
Connecticut
$48K
BWL
2020
Bogart Wealth LLC
Virginia
$44K +$3.05K +57 +7%
BAM
2021
Byrne Asset Management
New Jersey
$42K -$12.5K -234 -21%
HS
2022
Horan Securities
United States
$42K +$2.52K +47 +6%
LAS
2023
Lloyd Advisory Services
Georgia
$41K +$44.3K +828 +4,871%
WAM
2024
Worth Asset Management
Texas
$40K +$50.8K +950 New
CH
2025
Canton Hathaway
Rhode Island
$39K

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.