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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
SIA
926
Schechter Investment Advisors
Michigan
$1.14M -$206K -4,699 -14%
OC
927
Oarsman Capital
Wisconsin
$1.14M -$23.6K -538 -2%
PRC
928
Pearl River Capital
Michigan
$1.14M -$980K -22,332 -43%
BC
929
Bartlett & Co
Ohio
$1.14M -$5.66K -129 -0.4%
BCWM
930
Bartlett & Co Wealth Management
Ohio
$1.14M -$5.66K -129 -0.4%
CPIG
931
Chicago Partners Investment Group
Illinois
$1.13M +$109K +2,475 +11%
SAM
932
Silvercrest Asset Management
New York
$1.13M -$5.05K -115 -0.4%
MCM
933
Monarch Capital Management
Indiana
$1.12M -$21.9K -500 -2%
SIA
934
Soltis Investment Advisors
Utah
$1.12M +$180K +4,112 +17%
LIM
935
Leavell Investment Management
Alabama
$1.12M +$12.3K +281 +1%
VNA
936
Valley National Advisers
Pennsylvania
$1.12M -$7.11K -162 -0.6%
TC
937
Trust Company
Kansas
$1.12M +$113K +2,575 +10%
S
938
SignatureFD
Georgia
$1.1M -$196K -4,465 -14%
1SB
939
1ST Source Bank
Indiana
$1.1M +$9.17K +209 +0.8%
DTL
940
Dynamic Technology Lab
Singapore
$1.09M -$857K -19,523 -41%
PA
941
Parallel Advisors
California
$1.09M -$92.3K -2,103 -7%
CCM
942
Coldstream Capital Management
Washington
$1.09M -$121K -2,764 -9%
CNBTD
943
Citizens National Bank Trust Department
Mississippi
$1.09M
FFBTD
944
First Financial Bank - Trust Division
Ohio
$1.08M -$4.08K -93 -0.3%
WT
945
Washington Trust
Rhode Island
$1.08M -$14.1K -321 -1%
IIC
946
Ironwood Investment Counsel
Arizona
$1.08M +$6.63K +151 +0.5%
EML
947
Eos Management LP
New York
$1.08M
SFA
948
Sequoia Financial Advisors
Ohio
$1.07M -$30.8K -701 -2%
SP
949
Symmetry Partners
Connecticut
$1.07M -$1.91M -43,497 -61%
MIM
950
Marco Investment Management
Georgia
$1.07M

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.