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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
BMO
2201
Beck Mack & Oliver
New York
-$233K -4,855 Closed
JLBC
2202
J.L. Bainbridge & Co
Florida
-$233K -4,852 Closed
CCM
2203
Chiron Capital Management
Florida
-$229K -4,777 Closed
WCA
2204
Westover Capital Advisors
Delaware
-$228K -4,747 Closed
OA
2205
Oxbow Advisors
Texas
-$206K -4,290 Closed
WIA
2206
Westbourne Investment Advisors
Maryland
-$205K -4,263 Closed
F
2207
F3Logic
Minnesota
-$204K -4,249 Closed
TC
2208
Telemus Capital
Michigan
-$200K -4,176 Closed
GGS
2209
Galvin Gaustad & Stein
Arizona
-$200K -4,175 Closed
EWM
2210
Edge Wealth Management
New York
-$194K -4,050 Closed
DWM
2211
Darwin Wealth Management
Florida
-$217K -3,945 Closed
MA
2212
MONECO Advisors
Connecticut
-$216K -3,910 Closed
IDA
2213
Intelligence Driven Advisers
California
-$208K -3,881 Closed
FPWM
2214
FSB Premier Wealth Management
Iowa
-$147K -3,077 Closed
AWA
2215
Amplius Wealth Advisors
Pennsylvania
-$142K -2,978 Closed
EPM
2216
Equitec Proprietary Markets
Illinois
-$115K -2,400 Closed
PCMC
2217
Paragon Capital Management (Colorado)
Colorado
-$112K -2,340 Closed
CFCI
2218
Comprehensive Financial Consultants Institutional
Indiana
-$124K -2,305 Closed
SFM
2219
Signet Financial Management
New Jersey
-$85K -1,781 Closed
WFS
2220
Widmann Financial Services
Maryland
-$76K -1,603 Closed
CA
2221
CoreCap Advisors
Michigan
-$66K -1,372 Closed
HNWA
2222
Henrickson Nauta Wealth Advisors
Michigan
-$63K -1,176 Closed
AIM
2223
AHL Investment Management
Florida
-$46K -954 Closed
TC
2224
Truvestments Capital
Florida
-$40K -842 Closed
APP
2225
Alpha Paradigm Partners
Illinois
-$37K -776 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.