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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
OPS
826
Orion Portfolio Solutions
Nebraska
$1.5M -$76.9K -1,753 -4%
MIM
827
Miller Investment Management
Pennsylvania
$1.5M
BPM
828
Bowling Portfolio Management
Ohio
$1.48M -$6.41K -146 -0.4%
SIM
829
Sterling Investment Management
Arizona
$1.48M -$111K -2,534 -6%
TCOT
830
Trust Company of Toledo
Ohio
$1.48M -$1.1K -25 -0.1%
CG
831
Cutler Group
California
$1.48M +$111K +2,520 +7%
YC
832
Yarbrough Capital
Tennessee
$1.47M
FFM
833
Forum Financial Management
Illinois
$1.46M -$71.2K -1,623 -4%
ICG
834
InterOcean Capital Group
Tennessee
$1.46M +$731K +16,657 +81%
OPCM
835
Osborne Partners Capital Management
California
$1.46M +$1.09M +24,944 +204%
GAM
836
Gotham Asset Management
New York
$1.45M -$1.49M -34,007 -48%
DILIC
837
Dai-ichi Life Insurance Company
Japan
$1.45M
HAM
838
Hedges Asset Management
Nevada
$1.45M
BSI
839
Bennett Selby Investments
Maine
$1.45M -$14.7K -335 -0.9%
CM
840
Columbus Macro
Pennsylvania
$1.45M -$20.9K -477 -1%
AAM
841
Auxier Asset Management
Oregon
$1.44M -$878 -20 -0.1%
PTC
842
Private Trust Company
Ohio
$1.44M +$60.4K +1,376 +4%
VFA
843
Voya Financial Advisors
Connecticut
$1.44M +$182K +4,158 +13%
BCI
844
Brinker Capital Investments
Pennsylvania
$1.44M +$26.6K +607 +2%
MGWM
845
Marks Group Wealth Management
Minnesota
$1.43M +$350K +7,982 +28%
AC
846
Apella Capital
Connecticut
$1.42M +$687K +15,645 +76%
MAM
847
Marotta Asset Management
Virginia
$1.42M -$8.73K -199 -0.6%
TFA
848
Trinity Financial Advisors
Ohio
$1.42M +$68.1K +1,551 +4%
NRS
849
Neville Rodie & Shaw
New York
$1.41M -$156K -3,548 -9%
H6H
850
Hightower 6M Holding
Kansas
$1.41M -$23.5K -536 -1%

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.