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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
PGAM
2101
Princeton Global Asset Management
New Jersey
$9K +$2.89K +54 +41%
BA
2102
Bivin & Associates
Oklahoma
$8K -$9.37K -175 -50%
CBT
2103
Central Bank & Trust
Kentucky
$8K
KA
2104
Kozak & Associates
Colorado
$8K
LS
2105
Leelyn Smith
Illinois
$8K
JPLA
2106
Joseph P. Lucia & Associates
New York
$8K +$8.72K +163 New
GIA
2107
Goodwin Investment Advisory
Georgia
$7K -$5.35K -100 -42%
GWMIA
2108
Global Wealth Management Investment Advisory
Florida
$7K
SL
2109
Savior LLC
Massachusetts
$6K
SC
2110
Schubert & Co
Texas
$6K +$803 +15 +14%
OLVIG
2111
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$6.48K +121 New
CWA
2112
Carolina Wealth Advisors
South Carolina
$5K
CPFP
2113
Clear Perspectives Financial Planning
Ohio
$5K
EAM
2114
Eukles Asset Management
Ohio
$5K
FEG
2115
Financial Enhancement Group
Indiana
$5K
SAM
2116
Strategic Asset Management
Minnesota
$5K
DWP
2117
Destiny Wealth Partners
Florida
$5K +$5.03K +94 New
RBC
2118
Roble Belko & Company
Pennsylvania
$4K -$7.12K -133 -60%
DAL
2119
Delta Accumulation LLC
California
$4K
CAM
2120
ClariVest Asset Management
California
$4K +$2.41K +45 +96%
FGAM
2121
Financial Gravity Asset Management
Texas
$3.24K -$15.4K -288 -25%
AFG
2122
Albion Financial Group
Utah
$3K -$3.59K -67 -50%
FWA
2123
FSC Wealth Advisors
New York
$3K
SJIM
2124
St. Johns Investment Management
Florida
$3K
MFA
2125
McClarren Financial Advisors
Pennsylvania
$2K -$54 -1 -2%

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.