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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
YL
2176
YCG LLC
Texas
-$718K -14,967 Closed
ST
2177
Sentinel Trust
Texas
-$709K -14,776 Closed
SG
2178
StoneX Group
New York
-$683K -14,236 Closed
XS
2179
XR Securities
Illinois
-$726K -13,564 Closed
CSIA
2180
Conrad Siegel Investment Advisors
Pennsylvania
-$608K -13,103 Closed
AA
2181
ALPS Advisors
Colorado
-$627K -13,059 Closed
IFG
2182
Investors Financial Group
Minnesota
-$611K -12,738 Closed
LG
2183
Leuthold Group
Minnesota
-$591K -12,311 Closed
LCAM
2184
London & Capital Asset Management
United Kingdom
-$567K -11,819 Closed
SAM
2185
Selway Asset Management
-$523K -10,900 Closed
GSWM
2186
Golden State Wealth Management
California
-$473K -9,860 Closed
VAFP
2187
Vahanian & Associates Financial Planning
New York
-$467K -9,737 Closed
XT
2188
XTX Topco
Cayman Islands
-$456K -9,502 Closed
LK
2189
Lumbard & Kellner
New Hampshire
-$391K -8,154 Closed
SNBOSCI
2190
Security National Bank of Sioux City Iowa
Iowa
-$355K -7,392 Closed
LOAMS
2191
Lombard Odier Asset Management (Switzerland)
Switzerland
-$351K -7,319 Closed
PWA
2192
Phoenix Wealth Advisors
North Carolina
-$305K -6,362 Closed
TCM
2193
Traynor Capital Management
Pennsylvania
-$281K -5,858 Closed
SYBT
2194
Stock Yards Bank & Trust
Kentucky
-$272K -5,670 Closed
TI
2195
Telemetry Investments
New York
-$265K -5,516 Closed
TYCC
2196
Texas Yale Capital Corp
Florida
-$261K -5,434 Closed
RW
2197
REDW Wealth
New Mexico
-$260K -5,421 Closed
ARC
2198
Advisor Resource Council
Texas
-$255K -5,310 Closed
MF
2199
Magnetar Financial
Illinois
-$244K -5,088 Closed
AWC
2200
Abundance Wealth Counselors
Pennsylvania
-$235K -4,889 Closed

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.