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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
BWA
2026
BDO Wealth Advisors
Florida
$38K
WPWM
2027
Western Pacific Wealth Management
Illinois
$38K
RA
2028
Rational Advisors
New York
$38K +$15.1K +283 +57%
OSNBOA
2029
Old Second National Bank of Aurora
Illinois
$37K -$1.93K -36 -5%
DAC
2030
Dividend Assets Capital
South Carolina
$36K -$295K -5,510 -88%
SWM
2031
Selective Wealth Management
Virginia
$36K -$10.6K -198 -21%
GAM
2032
Gemmer Asset Management
California
$36K +$4.12K +77 +11%
AA
2033
AlphaMark Advisors
Kentucky
$35K -$3.75K -70 -9%
FCG
2034
Financial Connections Group
California
$35K
PO
2035
Private Ocean
California
$35K +$696 +13 +2%
HDIM
2036
Hanson & Doremus Investment Management
Vermont
$34K +$107 +2 +0.3%
KFS
2037
Kelly Financial Services
Massachusetts
$33.3K +$54 +1 +0.1%
BHWM
2038
Beaird Harris Wealth Management
Texas
$33K -$97.2K -1,816 -73%
AWM
2039
Activest Wealth Management
Florida
$33K
TCCM
2040
Timber Creek Capital Management
Massachusetts
$33K
UAML
2041
US Asset Management LLC
Pennsylvania
$32K +$35.9K +670 New
RG
2042
Retirement Group
California
$31K +$33.5K +625 +6,250%
TFA
2043
Toth Financial Advisory
Virginia
$30K +$32.1K +600 +2,143%
BA
2044
Bellwether Advisors
Nebraska
$29K -$5.35K -100 -14%
SIS
2045
Sound Income Strategies
Florida
$29K -$4.92K -92 -13%
AWM
2046
AllSquare Wealth Management
New York
$29K +$321 +6 +1%
TF
2047
TimeScale Financial
Massachusetts
$28K +$161 +3 +0.5%
BWM
2048
Baystate Wealth Management
Massachusetts
$27K +$161 +3 +0.5%
BCPWM
2049
Bradley & Co Private Wealth Management
Florida
$26K
LPWM
2050
Lake Point Wealth Management
Texas
$26K

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.