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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
PFPT
426
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.09M +$898K +20,466 +13%
OCM
427
Olstein Capital Management
New York
$6.93M +$2.06M +47,000 +36%
SIA
428
Sit Investment Associates
Minnesota
$6.91M +$7.74M +176,325 New
CG
429
Cynosure Group
Utah
$6.88M
PL
430
Parkwood LLC
Ohio
$6.87M +$911K +20,762 +13%
FCH
431
Freestone Capital Holdings
Washington
$6.85M -$377K -8,595 -5%
TCM
432
Tufton Capital Management
Maryland
$6.83M +$55.7K +1,270 +0.7%
IPAM
433
ICICI Prudential Asset Management
India
$6.82M +$1.76M +40,100 +30%
Wealthfront Advisers
434
Wealthfront Advisers
California
$6.81M -$3.39M -77,175 -31%
AIA
435
Allied Investment Advisors
Montana
$6.8M +$161K +3,674 +2%
Vontobel Holding
436
Vontobel Holding
Switzerland
$6.74M +$423K +9,647 +6%
LM
437
Lincluden Management
Ontario, Canada
$6.71M -$133K -3,031 -2%
SA
438
Sicart Associates
New York
$6.66M +$167K +3,795 +2%
VIG
439
Vienna Insurance Group
Poland
$6.64M +$3.07M +70,000 +70%
PMAM
440
Picton Mahoney Asset Management
Ontario, Canada
$6.63M -$9.98M -227,410 -57%
GCM
441
Gladius Capital Management
Illinois
$6.58M -$5.87M -133,668 -44%
GIM
442
Grassi Investment Management
California
$6.58M +$78K +1,778 +1%
NEAM
443
New England Asset Management
Connecticut
$6.56M +$46.1K +1,050 +0.6%
ACI
444
Alpha Cubed Investments
California
$6.35M +$534K +12,177 +8%
DY
445
Dowling & Yahnke
California
$6.32M -$81.1K -1,848 -1%
DWT
446
Dorsey & Whitney Trust
South Dakota
$6.32M +$78.1K +1,780 +1%
CAN
447
Cetera Advisor Networks
California
$6.25M +$410K +9,343 +6%
Squarepoint
448
Squarepoint
New York
$6.2M -$20.6M -468,617 -75%
NAM
449
NorthCrest Asset Manangement
Minnesota
$6.19M +$781K +17,795 +13%
CA
450
CSM Advisors
Pennsylvania
$6.06M +$46K +1,048 +0.7%

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.