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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
RPC
1026
Rossmore Private Capital
Connecticut
$880K
ECM
1027
Evergreen Capital Management
Washington
$879K -$141K -3,214 -13%
RPCONE
1028
Retirement Planning Company of New England
Rhode Island
$879K +$9.65K +220 +1%
WHG
1029
Westwood Holdings Group
Texas
$878K +$47.2K +1,075 +5%
CA
1030
Cumberland Advisors
Florida
$877K -$107K -2,438 -10%
FWCM
1031
Ferguson Wellman Capital Management
Oregon
$874K -$38.2K -871 -4%
GSWM
1032
Greenup Street Wealth Management
Michigan
$873K +$978K +22,294 New
BB
1033
Busey Bank
Illinois
$870K -$102K -2,334 -10%
AIIMS
1034
Analyst IMS Investment Management Services
Israel
$867K -$26.6K -607 -3%
QCG
1035
Quadrant Capital Group
Ohio
$867K +$8.73K +199 +0.9%
STA
1036
Summit Trail Advisors
New York
$866K +$325K +7,396 +50%
RL
1037
Ruffer LLP
United Kingdom
$862K
ST
1038
Spinnaker Trust
Maine
$861K
JWCA
1039
J.W. Cole Advisors
Florida
$859K -$331K -7,544 -26%
GLLW
1040
Graves Light Lenhart Wealth
Virginia
$858K -$11.6K -264 -1%
SIC
1041
Salem Investment Counselors
North Carolina
$858K -$7.11K -162 -0.7%
MGIA
1042
Moneta Group Investment Advisors
Missouri
$858K +$71.1K +1,620 +8%
FI
1043
Fosun International
China
$858K +$961K +21,900 New
BBA
1044
BLB&B Advisors
Pennsylvania
$857K -$4.39K -100 -0.5%
Jones Financial Companies
1045
Jones Financial Companies
Missouri
$853K +$45.6K +1,040 +5%
GA
1046
GFS Advisors
Texas
$852K -$1.14M -26,035 -54%
EF
1047
Empowered Funds
Pennsylvania
$851K -$1.38M -31,428 -59%
CW
1048
CreativeOne Wealth
Kansas
$851K -$140K -3,192 -13%
FMLI
1049
Fukoku Mutual Life Insurance
Japan
$851K -$8.34K -190 -0.9%
IAMOG
1050
Investors Asset Management of Georgia
Georgia
$850K +$44 +1 +0%

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.