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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
CMA
2051
Cedar Mountain Advisors
Oregon
$25K -$5.19K -97 -16%
GWA
2052
Gibson Wealth Advisors
Texas
$25K
RDIA
2053
RE Dickinson Investment Advisors
Iowa
$25K
LFA
2054
Level Financial Advisors
New York
$25K +$107 +2 +0.4%
FMP
2055
Financial Management Professionals
Texas
$25K +$18.4K +344 +193%
FIA
2056
FNY Investment Advisers
New York
$25K +$28.7K +536 New
MUMSS
2057
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20K -$68.5K -1,280 -75%
T2I
2058
Turim 21 Investimentos
Brazil
$20K
CAM
2059
Costello Asset Management
Pennsylvania
$19K -$21.3K -398 -50%
CT
2060
Clearstead Trust
Maine
$19K -$5.94K -111 -22%
TVWM
2061
Tower View Wealth Management
Wisconsin
$19K -$5.35K -100 -20%
CFFP
2062
Center for Financial Planning
Michigan
$19K
OCM
2063
Orion Capital Management
California
$19K
PAI
2064
Pittenger & Anderson Inc
Nebraska
$19K
TIM
2065
Tortoise Investment Management
New York
$19K
PCH
2066
Polar Capital Holdings
United Kingdom
$18.7K +$8.19M +152,947 +66%
AIP
2067
Ahrens Investment Partners
Louisiana
$18K -$7.39K -138 -27%
CAL
2068
Capital Advisors Ltd
Ohio
$18K
SCA
2069
Stuart Chaussee & Associates
California
$18K
TFP
2070
Tilia Fiduciary Partners
North Carolina
$18K +$20.1K +375 New
HF
2071
Halpern Financial
Virginia
$17.8K
RWML
2072
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$17.7K
SC
2073
Stephens Consulting
Michigan
$17.2K
AFIA
2074
America First Investment Advisors
Nebraska
$17K
CI
2075
Carroll Investors
South Carolina
$17K

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.