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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
AMM
851
American Money Management
California
$1.41M -$48.1K -1,095 -3%
PFG
852
Peterson Financial Group
Iowa
$1.41M +$126K +2,876 +9%
CIC
853
Carnegie Investment Counsel
Ohio
$1.39M +$357K +8,137 +30%
BAMF
854
BI Asset Management Fondsmaeglerselskab
Denmark
$1.39M -$1.29M -29,312 -45%
QCM
855
Quantinno Capital Management
New York
$1.38M +$128K +2,921 +9%
HCP
856
Holt Capital Partners
Texas
$1.38M -$49.3K -1,124 -3%
MPIA
857
Mountain Pacific Investment Advisers
Idaho
$1.38M -$140K -3,194 -8%
4WM
858
44 Wealth Management
Oregon
$1.38M +$11.2K +256 +0.7%
UFG
859
United Fire Group
Iowa
$1.37M
AA
860
AF Advisors
California
$1.37M +$132K +3,000 +9%
CAM
861
Carret Asset Management
New York
$1.37M -$45K -1,025 -3%
CG
862
Caprock Group
Idaho
$1.36M -$39.5K -900 -3%
NCM
863
Northwest Capital Management
Oregon
$1.36M +$395 +9 +0%
MAWCM
864
Mine & Arao Wealth Creation & Management
California
$1.36M -$81.3K -1,852 -5%
PAS
865
Park Avenue Securities
New York
$1.35M +$149K +3,399 +11%
MS
866
Maven Securities
Jersey
$1.35M +$970K +22,096 +180%
SWM
867
SeaCrest Wealth Management
New York
$1.34M +$98.2K +2,237 +7%
HWM
868
HB Wealth Management
Georgia
$1.32M -$163K -3,708 -10%
MYLI
869
Meiji Yasuda Life Insurance
Japan
$1.32M -$43.9K -1,000 -3%
RIL
870
Rothschild Investment LLC
Illinois
$1.32M -$2.19K -50 -0.1%
AA
871
Ancora Advisors
Ohio
$1.31M -$41.4K -944 -3%
IWC
872
Integrated Wealth Concepts
Massachusetts
$1.31M +$57.8K +1,316 +4%
FFS
873
Founders Financial Securities
Maryland
$1.31M +$10.1K +230 +0.7%
LF
874
Lee Financial
Texas
$1.3M -$2.15K -49 -0.1%
CLOS
875
Compagnie Lombard Odier SCmA
Switzerland
$1.3M -$3.86M -87,927 -73%

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.