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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
PAM
601
Paradigm Asset Management
New York
$3.18M +$272K +6,200 +8%
MPIM
602
McGinn Penninger Investment Management
Virginia
$3.17M -$6.58K -150 -0.2%
GCAC
603
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.14M -$934K -21,280 -21%
GIM
604
Goelzer Investment Management
Indiana
$3.1M -$263K -5,986 -7%
Wealth Enhancement Advisory Services
605
Wealth Enhancement Advisory Services
Minnesota
$3.1M -$1.18M -26,788 -26%
EIP
606
Easterly Investment Partners
Massachusetts
$3.09M -$10.7M -244,264 -76%
Bessemer Group
607
Bessemer Group
New Jersey
$3.09M +$64.3K +1,465 +2%
BFS
608
Bradley Foster & Sargent
Connecticut
$3.05M -$133K -3,030 -4%
CBB
609
Citizens Business Bank
California
$3.05M +$605K +13,791 +22%
AA
610
Altrafin AG
$3.04M +$1.33M +30,264 +64%
TCA
611
Transcend Capital Advisors
New Jersey
$3.04M -$8.86K -202 -0.3%
Credit Agricole
612
Credit Agricole
France
$3.03M +$1.05M +23,856 +45%
HT
613
HAP Trading
New York
$3.03M +$1.52M +34,669 +81%
SCI
614
S&CO Inc
Massachusetts
$3.02M
NSEDCP
615
NJ State Employees Deferred Compensation Plan
New Jersey
$3.02M
SSG
616
Summit Securities Group
New York
$3M +$3.29M +75,033 +4,713%
WF
617
Welch & Forbes
Massachusetts
$3M -$71.3K -1,625 -2%
DGAM
618
Desjardins Global Asset Management
Quebec, Canada
$2.97M -$1.94M -44,132 -37%
DA
619
DCM Advisors
New York
$2.97M -$184K -4,198 -5%
IA
620
IFP Advisors
Florida
$2.96M
SG Americas Securities
621
SG Americas Securities
New York
$2.94M -$22M -500,192 -87%
AIA
622
Affinity Investment Advisors
California
$2.93M +$271K +6,167 +9%
MWM
623
Mission Wealth Management
California
$2.9M +$113K +2,569 +4%
ISL
624
Ingalls & Snyder LLC
New York
$2.9M -$4.17K -95 -0.1%
LCM
625
Laurion Capital Management
New York
$2.89M -$6.53M -148,904 -67%

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.