We are live on ! Find out more
WFC icon

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
BBNB
2026
Baker Boyer National Bank
Washington
-$249K -6,354 Closed
ARC
2027
Advisor Resource Council
Texas
-$245K -6,256 Closed
SMA
2028
Sage Mountain Advisors
Georgia
-$238K -6,075 Closed
WP
2029
WMS Partners
Maryland
-$237K -6,062 Closed
TAM
2030
Townsend Asset Management
North Carolina
-$228K -5,817 Closed
WF
2031
WoodTrust Financial
Wisconsin
-$218K -5,558 Closed
WCM
2032
Windsor Capital Management
Arizona
-$217K -5,553 Closed
MJRIC
2033
Mogy Joel R Investment Counsel
California
-$215K -5,500 Closed
AWM
2034
Aprio Wealth Management
Georgia
-$214K -5,461 Closed
IC
2035
Inscription Capital
Texas
-$212K -5,404 Closed
HR
2036
Hardy Reed
Mississippi
-$203K -5,171 Closed
FPCG
2037
Fort Pitt Capital Group
Pennsylvania
-$202K -5,146 Closed
TCM
2038
Traynor Capital Management
Pennsylvania
-$201K -5,133 Closed
SICM
2039
Sustainable Insight Capital Management
New York
-$213K -4,900 Closed
SOW
2040
State of Wyoming
Wyoming
-$133K -3,385 Closed
GC
2041
Garde Capital
Washington
-$131K -3,336 Closed
ABLA
2042
Alan B. Lancz & Associates
Ohio
-$132K -3,000 Closed
CA
2043
CoreCap Advisors
Michigan
-$117K -2,975 Closed
FBC
2044
Fairfield, Bush & Co
Connecticut
-$100K -2,556 Closed
1IA
2045
1834 Investment Advisors
Wisconsin
-$95K -2,417 Closed
NIM
2046
NuWave Investment Management
New Jersey
-$82K -2,087 Closed
PH
2047
Pinnacle Holdings
Oklahoma
-$67.8K -1,732 Closed
AW
2048
ACG Wealth
Georgia
-$57K -1,461 Closed
SFG
2049
Steward Financial Group
Texas
-$43K -1,113 Closed
WOSD
2050
WFA of San Diego
California
-$39K -1,000 Closed

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.