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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
BBWA
551
Bell & Brown Wealth Advisors
California
$3.84M -$92.6K -2,110 -2%
SAM
552
Sompo Asset Management
Japan
$3.82M +$17.6K +400 +0.4%
Qube Research & Technologies (QRT)
553
Qube Research & Technologies (QRT)
United Kingdom
$3.82M -$50.6M -1,153,873 -92%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
554
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.81M -$63.1M -1,437,000 -94%
TCM
555
Twin Capital Management
Pennsylvania
$3.77M +$407K +9,275 +11%
RA
556
RFG Advisory
Alabama
$3.75M -$51.1K -1,165 -1%
PBT
557
Pictet Bank & Trust
Bahamas
$3.75M -$111K -2,521 -3%
UAM
558
Unison Asset Management
Florida
$3.73M +$375K +8,548 +10%
LFCM
559
Long Focus Capital Management
Puerto Rico
$3.72M
WS
560
Wedbush Securities
California
$3.72M -$46.2K -1,052 -1%
ECM
561
Elgethun Capital Management
South Dakota
$3.71M +$120K +2,727 +3%
AAS
562
Avantax Advisory Services
Texas
$3.7M -$242K -5,504 -6%
SC
563
Sepio Capital
Utah
$3.67M +$2.48M +56,624 +153%
OLA
564
Oliver Luxxe Assets
New Jersey
$3.64M +$121K +2,764 +3%
GTCM
565
Gyon Technologies Capital Management
New Jersey
$3.63M +$4.07M +92,742 New
BCM
566
Brookmont Capital Management
Texas
$3.62M -$51.5K -1,174 -1%
CIC
567
Cornercap Investment Counsel
Georgia
$3.6M +$406K +9,258 +11%
TCM
568
Teza Capital Management
Illinois
$3.59M +$1.25M +28,471 +45%
WFC
569
Western Financial Corp
California
$3.58M -$1.93K -44 -0%
CWM
570
Concentric Wealth Management
California
$3.58M +$69.1K +1,575 +2%
CCM
571
Covington Capital Management
California
$3.58M -$88.2K -2,009 -2%
CK
572
Cohen Klingenstein
New York
$3.56M
MAM
573
Madison Asset Management
Wisconsin
$3.53M +$3.96M +90,162 New
Pacer Advisors
574
Pacer Advisors
Pennsylvania
$3.53M -$9.12M -207,854 -70%
PP
575
Prudential plc
United Kingdom
$3.53M -$789K -17,981 -17%

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.