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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
HCMT
451
Highland Capital Management (Tennessee)
Tennessee
$6.06M -$413K -9,408 -6%
Acadian Asset Management
452
Acadian Asset Management
Massachusetts
$6.01M -$948K -21,595 -12%
CP
453
Clayton Partners
California
$6.01M +$132 +3 +0%
PIM
454
Perpetual Investment Management
Australia
$6.01M +$744K +16,955 +12%
Fuller & Thaler Asset Management
455
Fuller & Thaler Asset Management
California
$5.99M +$2.25M +51,250 +50%
NMIMC
456
Northwestern Mutual Investment Management Company
Wisconsin
$5.93M -$135K -3,082 -2%
PCM
457
Poehling Capital Management
Wisconsin
$5.93M -$35.9K -818 -0.5%
RBA
458
Richard Bernstein Advisors
New York
$5.91M +$3.29K +75 +0%
KCM
459
Kingdon Capital Management
New York
$5.88M -$1.32M -30,000 -17%
AF
460
Ally Financial
Michigan
$5.88M +$4.39M +100,000 +200%
PMG
461
Private Management Group
California
$5.84M -$10.9K -248 -0.2%
BF
462
BOK Financial
Oklahoma
$5.83M -$237K -5,398 -4%
BFG
463
Beacon Financial Group
Texas
$5.82M -$11.1K -252 -0.2%
VPIM
464
Vanguard Personalized Indexing Management
California
$5.8M +$935K +21,310 +17%
FFA
465
Fragasso Financial Advisors
Pennsylvania
$5.74M +$322K +7,341 +5%
GG
466
Gofen & Glossberg
Illinois
$5.73M -$239K -5,441 -4%
BG
467
Bahl & Gaynor
Ohio
$5.71M +$446K +10,166 +7%
BMSSC
468
B. Metzler seel. Sohn & Co
Germany
$5.6M -$254K -5,796 -4%
CIP
469
Chartwell Investment Partners
Pennsylvania
$5.6M +$709K +16,157 +13%
USAA
470
United Services Automobile Association
Texas
$5.57M +$6.24M +142,271 New
GCM
471
Gibraltar Capital Management
Oklahoma
$5.56M +$425K +9,696 +7%
AC
472
Allstate Corporation
Illinois
$5.54M -$1.1M -25,023 -15%
MFG
473
Monte Financial Group
Connecticut
$5.48M +$388K +8,851 +7%
BTWM
474
Baker Tilly Wealth Management
Wisconsin
$5.48M +$56K +1,277 +0.9%
TI
475
Trexquant Investment
Connecticut
$5.41M +$526K +11,980 +10%

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.