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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
MAM
901
Mystic Asset Management
Rhode Island
$1.22M +$35.9K +819 +3%
RIM
902
Reynolds Investment Management
South Carolina
$1.22M -$32.6K -744 -2%
BTI
903
Blue Trust Inc
Georgia
$1.2M +$1.09M +24,758 New
SWM
904
Sendero Wealth Management
Texas
$1.2M +$430K +9,804 +47%
SSI
905
Scott & Selber Inc
Texas
$1.19M -$13.9K -316 -1%
WGAM
906
Wilkinson Global Asset Management
New York
$1.19M
SCM
907
Schnieders Capital Management
California
$1.19M -$1.19M -27,020 -47%
RWM
908
Ritholtz Wealth Management
New York
$1.19M +$190K +4,326 +17%
FCBT
909
First Citizens Bank & Trust
North Carolina
$1.19M +$108K +2,455 +9%
MIC
910
Meridian Investment Counsel
California
$1.18M -$2.63K -60 -0.2%
AL
911
Aspiriant LLC
California
$1.18M -$7.5K -171 -0.6%
TNB
912
Thomasville National Bank
Georgia
$1.18M -$57.9K -1,320 -4%
SWM
913
Shelton Wealth Management
Texas
$1.18M +$2.5K +57 +0.2%
NHC
914
Nicholas Hoffman & Company
Georgia
$1.17M +$10.4K +238 +0.8%
E
915
Ergoteles
New York
$1.16M -$12M -272,951 -90%
PAM
916
Peak Asset Management
Colorado
$1.16M -$13.7K -312 -1%
H
917
HoyleCohen
California
$1.16M -$22.9K -522 -2%
CA
918
Continuum Advisory
Idaho
$1.16M +$692K +15,771 +115%
IVP
919
Intrinsic Value Partners
Arizona
$1.15M -$142K -3,238 -10%
IAN
920
Integrated Advisors Network
Texas
$1.15M +$309K +7,049 +32%
WWM
921
Western Wealth Management
Colorado
$1.15M -$264K -6,005 -17%
AG
922
AIA Group
Hong Kong
$1.14M -$1.78M -40,672 -58%
SWM
923
Spire Wealth Management
Virginia
$1.14M -$513K -11,682 -29%
CIA
924
Choate Investment Advisors
Massachusetts
$1.14M +$28.3K +645 +2%
GJIC
925
Gamble Jones Investment Counsel
California
$1.14M +$86.8K +1,977 +7%

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.