We are live on ! Find out more
WFC icon

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
FG
751
Foster Group
Iowa
$1.9M +$8.56K +195 +0.4%
IWA
752
Intercontinental Wealth Advisors
Texas
$1.89M +$42.3K +963 +2%
WWA
753
WCG Wealth Advisors
Nevada
$1.88M +$2.11M +48,006 New
SG
754
Somerset Group
Minnesota
$1.87M
DBT
755
Dubuque Bank & Trust
Iowa
$1.86M +$112K +2,561 +6%
JWM
756
Jupiter Wealth Management
Colorado
$1.86M -$1.8M -41,000 -46%
SDWIA
757
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.85M +$26.8K +611 +1%
BOS
758
Bank of Stockton
California
$1.84M
WPC
759
White Pine Capital
Minnesota
$1.84M -$73.5K -1,675 -3%
CTC (Chicago Trading Company)
760
CTC (Chicago Trading Company)
Illinois
$1.83M -$5.54M -126,175 -73%
GI
761
GS Investments
Minnesota
$1.82M
EGM
762
Engineers Gate Manager
New York
$1.82M +$789K +17,985 +63%
LWIC
763
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.8M +$739K +16,851 +89%
UHC
764
Union Heritage Capital
Michigan
$1.8M
CWS
765
Cypress Wealth Services
California
$1.79M +$96.3K +2,195 +5%
HAG
766
HighPoint Advisor Group
Illinois
$1.78M +$1.98M +45,045 New
RHAM
767
Round Hill Asset Management
California
$1.78M -$1.1K -25 -0.1%
SLI
768
Sumitomo Life Insurance
Japan
$1.78M +$36.3K +828 +2%
PBC
769
Pavion Blue Capital
California
$1.77M +$6.01K +137 +0.3%
BPCA
770
Bank Pictet & Cie (Asia)
Singapore
$1.74M -$228K -5,190 -10%
GT
771
Greenleaf Trust
Michigan
$1.74M -$103K -2,342 -5%
BFIM
772
Beese Fulmer Investment Management
Ohio
$1.74M -$46.4K -1,058 -2%
LWAC
773
Laurel Wealth Advisors (California)
California
$1.74M -$71.7K -1,635 -4%
NP
774
NorthRock Partners
Minnesota
$1.73M +$404K +9,211 +26%
SA
775
SRH Advisors
Kansas
$1.72M -$15K -342 -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.