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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
RIM
2051
Rockbridge Investment Management
New York
-$36.8K -940 Closed
CH
2052
Canton Hathaway
Rhode Island
-$32K -815 Closed
AWM
2053
Activest Wealth Management
Florida
-$32K -812 Closed
AIL
2054
AGF Investments LLC
Ontario, Canada
-$26K -673 Closed
CWM
2055
Curi Wealth Management
North Carolina
-$19K -490 Closed
T2I
2056
Turim 21 Investimentos
Brazil
-$16K -412 Closed
TFP
2057
Tilia Fiduciary Partners
North Carolina
-$15K -375 Closed
AIP
2058
Ahrens Investment Partners
Louisiana
-$15K -370 Closed
HF
2059
Halpern Financial
Virginia
-$14.4K -368 Closed
TCWM
2060
Total Clarity Wealth Management
Illinois
-$14K -349 Closed
TWP
2061
TFO Wealth Partners
Ohio
-$13K -332 Closed
SIAP
2062
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$12K -294 Closed
HFS
2063
Heritage Financial Services
Massachusetts
-$10K -266 Closed
COCM
2064
Charter Oak Capital Management
New Hampshire
-$11K -238 Closed
SC
2065
Siena Capital
Ohio
-$8K -200 Closed
CHC
2066
City Holding Co
West Virginia
-$7K -191 Closed
GWMIA
2067
Global Wealth Management Investment Advisory
Florida
-$6K -151 Closed
LS
2068
Leelyn Smith
Illinois
-$6.44K -150 -96%
JPLA
2069
Joseph P. Lucia & Associates
New York
-$4K -100 Closed
RBC
2070
Roble Belko & Company
Pennsylvania
-$3K -87 Closed
VRM
2071
Vectors Research Management
New York
-$3K -85 Closed
MS
2072
Marshall & Sullivan
Washington
-$2K -56 Closed
WA
2073
WestEnd Advisors
North Carolina
-$2.15K -55 Closed
FIA
2074
FNY Investment Advisers
New York
-$1K -35 Closed
CCM
2075
Cribstone Capital Management
Maine
-$1K -33 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.