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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
CTA
501
Chesley Taft & Associates
Illinois
$4.83M +$2.41K +55 +0%
Fayez Sarofim & Co
502
Fayez Sarofim & Co
Texas
$4.73M +$11K +250 +0.2%
MPM
503
Meritage Portfolio Management
Kansas
$4.71M +$87.2K +1,986 +2%
HCM
504
Harspring Capital Management
New York
$4.7M -$1.97M -45,000 -27%
RGI
505
River Global Investors
United Kingdom
$4.66M -$823K -18,759 -14%
SFS
506
Sowell Financial Services
Arkansas
$4.66M +$4.21M +95,998 +419%
TIM
507
Thompson Investment Management
Wisconsin
$4.65M +$389K +8,870 +8%
FNBOO
508
First National Bank of Omaha
Nebraska
$4.59M -$239K -5,445 -4%
EWA
509
EP Wealth Advisors
California
$4.58M +$113K +2,574 +2%
PA
510
PFG Advisors
Arizona
$4.56M +$105K +2,399 +2%
ATPW
511
Ashton Thomas Private Wealth
Arizona
$4.54M +$168K +3,834 +3%
TPCW
512
TD Private Client Wealth
New York
$4.54M -$4.39K -100 -0.1%
PVH
513
Psagot Value Holdings
Israel
$4.48M +$4.09M +93,270 +442%
AssetMark Inc
514
AssetMark Inc
California
$4.47M +$2.71M +61,797 +118%
BS
515
Boenning & Scattergood
Pennsylvania
$4.45M +$213K +4,849 +4%
CC
516
Cipher Capital
New York
$4.42M +$4.95M +112,776 New
MP
517
MSD Partners
New York
$4.4M
BFS
518
Bard Financial Services
Connecticut
$4.34M -$112K -2,550 -2%
BBI
519
Baxter Bros Inc
Connecticut
$4.28M -$184K -4,204 -4%
BCM
520
Bluefin Capital Management
New York
$4.24M +$1.4M +31,913 +43%
HCM
521
Hutchinson Capital Management
California
$4.22M +$3.67M +83,607 +347%
KOCAA
522
Knights of Columbus Asset Advisors
Connecticut
$4.2M +$32.9K +749 +0.7%
IIM
523
Intact Investment Management
Quebec, Canada
$4.18M +$1.61M +36,800 +53%
BCM
524
BTC Capital Management
Iowa
$4.15M +$567K +12,928 +14%
MHIC
525
Marble Harbor Investment Counsel
Massachusetts
$4.15M +$37.3K +850 +0.8%

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.