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Wells Fargo

1,994 hedge funds and large institutions have $108B invested in Wells Fargo in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 749 increasing their positions, 839 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.81% more ownership

Funds ownership: 72.34%73.16% (+0.81%)

7% less funds holding

Funds holding: 2,1411,994 (-147)

11% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 839

16% less funds holding in top 10

Funds holding in top 10: 8370 (-13)

28% less call options, than puts

Call options by funds: $2.32B | Put options by funds: $3.21B

30% less capital invested

Capital invested by funds: $155B → $108B (-$46.4B)

55% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 216

Holders
1,994
Holders Change
-147
Holders Change %
-6.87%
% of All Funds
33.59%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.18%
New
98
Increased
749
Reduced
839
Closed
216
Calls
$2.32B
Puts
$3.21B
Net Calls
-$890M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
376
Wittenberg Investment Management
Massachusetts
$9.71M +$952K +21,700 +10%
BT
377
Brandywine Trust
Delaware
$9.7M -$23.3K -532 -0.2%
RCWMU
378
Rothschild & Co Wealth Management (UK)
United Kingdom
$9.68M -$312M -7,102,581 -97%
PR
379
Payden & Rygel
California
$9.65M -$8.34M -190,140 -44%
Wolverine Trading
380
Wolverine Trading
Illinois
$9.62M +$5.51M +125,533 +107%
IMRF
381
Illinois Municipal Retirement Fund
Illinois
$9.61M -$8.8M -200,610 -45%
GAM
382
Griffin Asset Management
New York
$9.52M +$35.1K +799 +0.3%
MCM
383
Maltese Capital Management
New York
$9.4M +$2.85M +65,000 +37%
PMG
384
ProVise Management Group
Florida
$9.29M +$965K +21,997 +10%
CM
385
Crestline Management
Texas
$9.28M +$3.73M +84,917 +56%
BS
386
Banco Santander
Spain
$9.24M +$381K +8,676 +4%
Brown Advisory
387
Brown Advisory
Maryland
$9.23M +$239K +5,457 +2%
AIM
388
Alphinity Investment Management
Australia
$9.15M +$1.9M +43,328 +23%
FAT
389
First American Trust
California
$9.1M -$3.29M -74,878 -24%
TSW
390
Thompson Siegel & Walmsley
Virginia
$9.03M -$1.73M -39,393 -15%
DADC
391
D.A. Davidson & Co
Montana
$9M +$82.3K +1,876 +0.8%
SCM
392
SKBA Capital Management
California
$8.95M +$3.46M +78,800 +53%
MLICM
393
Metropolitan Life Insurance Company (MetLife)
New York
$8.94M -$504K -11,495 -5%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$8.84M +$16.6K +379 +0.2%
HCM
395
Hillman Capital Management
Maryland
$8.79M +$1.12M +25,601 +13%
QOP
396
Quinn Opportunity Partners
Virginia
$8.76M +$4.82M +109,812 +96%
Group One Trading
397
Group One Trading
Illinois
$8.74M -$5.48M -124,775 -36%
MML Investors Services
398
MML Investors Services
Massachusetts
$8.72M +$1.38M +31,371 +16%
MCM
399
Mill Capital Management
North Carolina
$8.58M -$400K -9,109 -4%
FHB
400
First Hawaiian Bank
Hawaii
$8.54M +$234K +5,324 +3%

WFC Hedge Fund Activity: Q2 2022 in Review

1,994 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2022, worth a combined $108B — down 30% from $155B a quarter earlier.

Sellers outnumbered buyers: 216 funds closed out of WFC and 98 opened new positions — a net loss of 118 holders — while 839 trimmed existing stakes and 749 added.

The largest buyer was Ameriprise, adding an estimated $819M. The largest seller was State Street, cutting an estimated $687M.

  • 1,994 institutional investors held Wells Fargo (WFC) as of Q2 2022, down from 2,141 in Q1 2022.
  • Funds reported $108B of Wells Fargo stock for Q2 2022, down 30% quarter-over-quarter.
  • 98 funds opened new Wells Fargo positions in Q2 2022 and 216 closed out, a net change of -118 holders.
  • The largest Wells Fargo buyer in Q2 2022 was Ameriprise, an estimated $819M added.
  • The largest Wells Fargo seller in Q2 2022 was State Street, an estimated $687M sold.

Based on aggregated 13F filings for Q2 2022.