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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
MG
951
Mather Group
Illinois
$1.07M +$45.3K +1,032 +4%
NW
952
Naviter Wealth
Arkansas
$1.06M +$1.19M +27,189 New
NCM
953
Northside Capital Management
Oregon
$1.06M
VIM
954
Vista Investment Management
Pennsylvania
$1.06M +$12.7K +289 +1%
FHA
955
First Horizon Advisors
Tennessee
$1.06M +$385K +8,774 +48%
CGL
956
Clarius Group LLC
Washington
$1.06M +$40.9K +932 +4%
IA
957
Insight Advisors
Pennsylvania
$1.05M +$7.33K +167 +0.7%
SPC
958
Stewart & Patten Company
California
$1.05M -$504K -11,474 -30%
PAM
959
Palisade Asset Management
Minnesota
$1.05M -$173K -3,936 -13%
ACS
960
Archford Capital Strategies
Illinois
$1.04M +$256K +5,843 +28%
MWM
961
Meridian Wealth Management
Kentucky
$1.03M +$691K +15,742 +149%
CIA
962
Citadel Investment Advisory
Ohio
$1.03M -$158K -3,600 -12%
JWM
963
Jeppson Wealth Management
California
$1.03M +$94.8K +2,160 +9%
SIM
964
Sentry Investment Management
Wisconsin
$1.02M -$262K -5,971 -19%
HIC
965
Holderness Investments Company
North Carolina
$1.02M -$25.1K -573 -2%
HSA
966
Hussman Strategic Advisors
Maryland
$1.02M +$1.14M +26,000 New
Fiera Capital (Canada)
967
Fiera Capital (Canada)
Quebec, Canada
$1.01M
DLG
968
Daniel L. Goodwin
$1.01M
DBG
969
De Burlo Group
Massachusetts
$1.01M -$11.7M -265,964 -91%
MSR
970
Main Street Research
Connecticut
$1.01M +$133K +3,036 +13%
TPWA
971
TRUE Private Wealth Advisors
Oregon
$1M
PK
972
Pflug Koory
Nebraska
$1M -$66.2K -1,508 -6%
JIC
973
Joel Isaacson & Co
New York
$1M +$113K +2,580 +11%
AT
974
Arden Trust
Delaware
$997K -$2.5K -57 -0.2%
HW
975
Hancock Whitney
Mississippi
$989K -$90.9K -2,072 -8%

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.