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
NOI
2076
Newton One Investments
Delaware
$17K
MIM
2077
Meridiem Investment Management
United Kingdom
$17K +$18.7K +350 New
HA
2078
Herold Advisors
New York
$17K +$18.7K +350 New
CCS
2079
Crosspoint Capital Strategies
California
$16K +$18.2K +340 New
PP
2080
PFS Partners
New Jersey
$15.1K
TFM
2081
TFC Financial Management
Massachusetts
$15K
ANBT
2082
American National Bank & Trust
Texas
$15K +$13.5K +252 +504%
M
2083
MOTCO
Texas
$14K -$16.9K -316 -53%
SIAP
2084
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$54 +1 +0.3%
MSFP
2085
Mark Sheptoff Financial Planning
Connecticut
$13K
MIM
2086
Macroview Investment Management
Maryland
$13K +$14K +261 New
CI
2087
Cordant Inc
Oregon
$13K +$14.8K +276 New
CWM
2088
Cedar Wealth Management
California
$12K
DWA
2089
Delos Wealth Advisors
Texas
$12K
TFGT
2090
TS Financial Group (TSFG)
Illinois
$12K
NF
2091
Norwood Financial
Pennsylvania
$12K +$1.34K +25 +11%
COCM
2092
Charter Oak Capital Management
New Hampshire
$11K
OA
2093
Operose Advisors
Wisconsin
$11K
CM
2094
Cornerstone Management
Georgia
$10.7K -$22.3K -416 -65%
BEI
2095
Benjamin Edwards Inc
Missouri
$10K
FNBOSM
2096
First National Bank of South Miami
Florida
$10K
GG
2097
Gleason Group
Kentucky
$10K +$54 +1 +0.5%
DI
2098
Disciplined Investments
Oklahoma
$10K +$9.26K +173 +692%
SC
2099
Siena Capital
Ohio
$10K +$10.7K +200 New
MFT
2100
Moisand Fitzgerald Tamayo
Florida
$9K +$2.41K +45 +30%

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.