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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
Cerity Partners
476
Cerity Partners
New York
$5.36M +$2.06M +46,970 +52%
TC
477
TownSquare Capital
Utah
$5.35M +$628K +14,305 +12%
ECM
478
Estabrook Capital Management
New York
$5.33M -$110K -2,514 -2%
BCM
479
Blume Capital Management
California
$5.32M +$137K +3,118 +2%
AI
480
Atria Investments
North Carolina
$5.32M -$51.8K -1,180 -0.9%
BPA
481
Beacon Pointe Advisors
California
$5.29M -$2.41M -54,992 -29%
TI
482
tru Independence
Oregon
$5.28M +$152K +3,469 +3%
PAG
483
Private Advisory Group
Washington
$5.28M +$405K +9,236 +7%
CM
484
Castleark Management
Illinois
$5.28M
WT
485
Whittier Trust
California
$5.27M +$48.3K +1,100 +0.8%
SWP
486
Stratos Wealth Partners
Ohio
$5.26M +$1.46M +33,379 +33%
DIA
487
Dana Investment Advisors
Wisconsin
$5.26M +$750K +17,083 +15%
NA
488
NewEdge Advisors
Louisiana
$5.17M +$728K +16,588 +14%
AIP
489
Ameritas Investment Partners
Nebraska
$5.15M -$50.6K -1,152 -0.9%
NG
490
NatWest Group
United Kingdom
$5.1M +$338K +7,694 +6%
PA
491
Pinnacle Associates
New York
$5.09M +$95.4K +2,173 +2%
IFAM
492
Institutional & Family Asset Management
Colorado
$5.09M +$496K +11,298 +10%
AIM
493
ARGA Investment Management
Connecticut
$5.08M
LOPW
494
Live Oak Private Wealth
North Carolina
$5.07M +$381K +8,683 +7%
KRSITF
495
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.07M +$650K +14,801 +13%
RCC
496
Red Cedar Capital
Nebraska
$5.06M
UCI
497
Uncommon Cents Investing
Wisconsin
$5.05M +$67.6K +1,540 +1%
MA
498
Montag & Associates
Georgia
$4.95M -$504K -11,493 -8%
SFA
499
Semmax Financial Advisors
North Carolina
$4.85M +$471K +10,734 +11%
RC
500
RBF Capital
California
$4.85M

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.