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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
FFG
2226
Ford Financial Group
California
-$37 -775 Closed
IPW
2227
IronBridge Private Wealth
Texas
-$30K -618 Closed
KCM
2228
KRS Capital Management
Michigan
-$28K -603 Closed
RCM
2229
Raleigh Capital Management
North Carolina
-$29K -600 Closed
CA
2230
Centerpoint Advisors
Massachusetts
-$27K -558 Closed
TCWM
2231
Total Clarity Wealth Management
Illinois
-$21K -435 Closed
EWM
2232
Elmwood Wealth Management
California
-$19K -393 Closed
WAC
2233
William Allan Corp
Colorado
-$18K -372 Closed
VIMU
2234
Veritas Investment Management (UK)
United Kingdom
-$17K -350 Closed
CSWM
2235
Cassady Schiller Wealth Management
Ohio
-$8K -175 Closed
MBFW
2236
Morton Brown Family Wealth
Pennsylvania
-$7K -144 Closed
TC
2237
TAP Consulting
Missouri
-$6K -133 Closed
SMFG
2238
Sumitomo Mitsui Financial Group
Japan
-$6K -123 Closed
MTWM
2239
Masso Torrence Wealth Management
New Jersey
-$5K -100 Closed
HFS
2240
Horizon Financial Services
North Carolina
-$4.65K -97 Closed
M1FG
2241
Mach-1 Financial Group
Arkansas
-$3K -68 Closed
LFG
2242
Leverty Financial Group
Wisconsin
-$3K -64 Closed
NWM
2243
Nauset Wealth Management
Connecticut
+$54 +1 New
DC
2244
DeDora Capital
California
+$268 +5 New
EC
2245
Elequin Capital
New York
+$535 +10 New

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.