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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
SCM
876
Sterneck Capital Management
Missouri
$1.29M +$35.5K +810 +3%
CAC
877
Cowen and Company
New York
$1.29M -$166K -3,793 -10%
DPIM
878
Duff & Phelps Investment Management
Illinois
$1.28M
LI
879
LMCG Investments
Massachusetts
$1.28M -$21K -478 -1%
ACM
880
AlphaStar Capital Management
North Carolina
$1.28M +$7.02K +160 +0.5%
GC
881
Grimes & Company
Massachusetts
$1.27M -$9.39K -214 -0.7%
WTC
882
WhitTier Trust Company
Nevada
$1.27M +$59K +1,344 +4%
TWM
883
Tradition Wealth Management
Minnesota
$1.26M -$83.4K -1,901 -6%
BFEC
884
Benjamin F. Edwards & Company
Missouri
$1.26M +$712K +16,234 +101%
SACTSONJ
885
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.26M
VVP
886
Venture Visionary Partners
Ohio
$1.26M +$38.5K +878 +3%
CWM
887
Circle Wealth Management
New Jersey
$1.26M -$1.38M -31,530 -50%
VAS
888
Vestmark Advisory Solutions
Massachusetts
$1.26M -$193K -4,399 -12%
SSW
889
Smith Shellnut Wilson
Mississippi
$1.25M -$206K -4,693 -13%
BCV
890
Banque Cantonale Vaudoise
Switzerland
$1.25M -$35.1K -800 -2%
RIM
891
Redwood Investment Management
Arizona
$1.25M +$139K +3,167 +11%
LSA
892
Leonteq Securities AG
Switzerland
$1.24M +$945K +21,526 +210%
EHC
893
Everett Harris & Co
California
$1.24M -$372K -8,487 -21%
PFO
894
Pathstone Family Office
New Jersey
$1.24M +$149K +3,395 +12%
BOM
895
Bank of Marin
California
$1.24M +$178K +4,059 +15%
BJL
896
Brighton Jones LLC
Washington
$1.24M -$122K -2,783 -8%
KOC
897
Koss-Olinger Consulting
Florida
$1.23M -$29.2K -665 -2%
BL
898
Balentine LLC
Georgia
$1.22M -$1.36M -31,008 -50%
Assenagon Asset Management
899
Assenagon Asset Management
Luxembourg
$1.22M -$108K -2,450 -7%
AP
900
Appleton Partners
Massachusetts
$1.22M +$433K +9,856 +46%

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.