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Wells Fargo

1,961 hedge funds and large institutions have $112B invested in Wells Fargo in 2022 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 777 increasing their positions, 760 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 7079 (+9)

4% more capital invested

Capital invested by funds: $108B → $112B (+$4.21B)

2% more repeat investments, than reductions

Existing positions increased: 777 | Existing positions reduced: 760

0.83% more ownership

Funds ownership: 73.16%73.99% (+0.83%)

7% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 118

2% less funds holding

Funds holding: 1,9931,961 (-32)

32% less call options, than puts

Call options by funds: $2.23B | Put options by funds: $3.26B

Holders
1,961
Holders Change
-32
Holders Change %
-1.61%
% of All Funds
33.78%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.36%
New
110
Increased
777
Reduced
760
Closed
118
Calls
$2.23B
Puts
$3.26B
Net Calls
-$1.03B
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.1B +$168M +3,920,830 +1%
BlackRock
2
BlackRock
New York
$10.6B -$137M -3,196,781 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.21B +$18.9M +438,753 +0.2%
State Street
4
State Street
Massachusetts
$6.44B -$35.5M -825,864 -0.5%
Dodge & Cox
5
Dodge & Cox
California
$4.89B -$71.2M -1,657,819 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$4.25B +$784M +18,252,701 +21%
JP Morgan Chase
7
JP Morgan Chase
New York
$3.42B -$65.8M -1,532,352 -2%
Capital World Investors
8
Capital World Investors
California
$3.03B +$234M +5,454,853 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.7B +$23.7M +552,597 +0.8%
Primecap Management
10
Primecap Management
California
$1.95B -$10.5M -245,450 -0.5%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$1.94B
Norges Bank
12
Norges Bank
Norway
$1.91B +$179M +4,164,445 +10%
Ameriprise
13
Ameriprise
Minnesota
$1.75B +$181M +4,211,212 +11%
Invesco
14
Invesco
Georgia
$1.73B -$67.1M -1,562,125 -4%
Northern Trust
15
Northern Trust
Illinois
$1.6B +$28.6M +664,890 +2%
DSA
16
Davis Selected Advisers
Arizona
$1.29B -$24.1M -561,798 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.22B -$15.1M -350,814 -1%
N
18
Nuveen
North Carolina
$1.19B -$37.1M -864,470 -3%
AllianceBernstein
19
AllianceBernstein
Tennessee
$1.13B -$76.7M -1,784,330 -6%
Morgan Stanley
20
Morgan Stanley
New York
$1.1B +$59.2M +1,376,863 +5%
Capital International Investors
21
Capital International Investors
California
$1.04B +$748M +17,411,935 +208%
Sanders Capital
22
Sanders Capital
Florida
$1.01B +$17.9M +416,171 +2%
Bank of America
23
Bank of America
North Carolina
$994M -$3M -69,826 -0.3%
Eagle Capital Management (New York)
24
Eagle Capital Management (New York)
New York
$928M +$213M +4,961,037 +27%
Charles Schwab
25
Charles Schwab
California
$893M +$26.6M +618,644 +3%

WFC Hedge Fund Activity: Q3 2022 in Review

1,961 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2022, worth a combined $112B — up 3.9% from $108B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of WFC and 110 opened new positions — a net loss of 8 holders — while 760 trimmed existing stakes and 777 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $784M. The largest seller was Altshuler Shaham, cutting an estimated $365M.

  • 1,961 institutional investors held Wells Fargo (WFC) as of Q3 2022, down from 1,993 in Q2 2022.
  • Funds reported $112B of Wells Fargo stock for Q3 2022, up 3.9% quarter-over-quarter.
  • 110 funds opened new Wells Fargo positions in Q3 2022 and 118 closed out, a net change of -8 holders.
  • The largest Wells Fargo buyer in Q3 2022 was T. Rowe Price Associates, an estimated $784M added.
  • The largest Wells Fargo seller in Q3 2022 was Altshuler Shaham, an estimated $365M sold.

Based on aggregated 13F filings for Q3 2022.