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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
GRP
776
Global Retirement Partners
California
$1.72M +$439 +10 +0%
SIG
777
Stonegate Investment Group
Alabama
$1.71M +$603K +13,744 +46%
JSL
778
JT Stratford LLC
Georgia
$1.7M -$216K -4,912 -10%
LS
779
Livforsakringsbolaget Skandia
Sweden
$1.7M -$1.5M -34,200 -44%
CM
780
Capula Management
Cayman Islands
$1.7M +$1.9M +43,351 New
TAM
781
Trust Asset Management
Texas
$1.7M +$58.7K +1,338 +3%
UAS
782
United Asset Strategies
New York
$1.68M +$61.9K +1,411 +3%
EIM
783
Essex Investment Management
Massachusetts
$1.67M -$77.8K -1,774 -4%
FSA
784
Franklin Street Advisors
North Carolina
$1.66M -$29.5K -673 -2%
BAM
785
Belpointe Asset Management
Nevada
$1.65M -$479K -10,913 -20%
MAP
786
Moody Aldrich Partners
Massachusetts
$1.65M
CICI
787
Capital Investment Counsel Inc
North Carolina
$1.65M +$89.8K +2,047 +5%
CIA
788
Cohen Investment Advisors
New Hampshire
$1.64M +$22.3K +509 +1%
PI
789
PFS Investments
Georgia
$1.63M +$230K +5,251 +14%
NB
790
NBT Bank
New York
$1.62M +$2.11K +48 +0.1%
TSWM
791
Triangle Securities Wealth Management
North Carolina
$1.62M +$38.9K +887 +2%
MWP
792
Meridian Wealth Partners
Pennsylvania
$1.62M +$35.8K +815 +2%
FG
793
Fiduciary Group
Georgia
$1.6M -$492K -11,213 -24%
DT
794
Diversified Trust
Tennessee
$1.6M -$153K -3,483 -8%
AWM
795
Apollon Wealth Management
South Carolina
$1.6M -$385K -8,765 -18%
CI
796
Conning Inc
Connecticut
$1.6M -$10.4K -236 -0.6%
KLCM
797
KG&L Capital Management
Louisiana
$1.59M -$23.9K -544 -1%
DMBA
798
Deseret Mutual Benefit Administrators
Utah
$1.59M +$22.2K +505 +1%
AWE
799
Avidian Wealth Enterprises
Texas
$1.59M +$46.6K +1,062 +3%
CS
800
Cannell & Spears
New York
$1.58M

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.