We are live on ! Find out more
WFC icon

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
RIA
1051
Realta Investment Advisors
Delaware
$848K -$60.4K -1,376 -6%
BP
1052
BBR Partners
New York
$842K
IFG
1053
Independent Financial Group
California
$837K -$28.7K -655 -3%
MA
1054
Mutual Advisors
Nebraska
$837K +$202K +4,613 +28%
BA
1055
Bristlecone Advisors
Washington
$833K +$157K +3,577 +20%
PWG
1056
Private Wealth Group
Florida
$831K -$193K -4,400 -17%
CAG
1057
Csenge Advisory Group
Florida
$831K +$22.3K +509 +2%
BO
1058
BRR OpCo
Ohio
$830K -$53.4K -1,216 -5%
DTC
1059
Davidson Trust Company
Washington
$829K
AA
1060
Argent Advisors
Louisiana
$827K +$78.9K +1,799 +9%
LCM
1061
Logan Capital Management
Pennsylvania
$815K +$96.6K +2,202 +12%
FNT
1062
First National Trust
Pennsylvania
$814K -$88 -2 -0%
IRC
1063
Investors Research Corp
Georgia
$809K
JIP
1064
Jaffetilchin Investment Partners
Florida
$807K +$146K +3,323 +19%
AI
1065
Accredited Investors
Minnesota
$805K +$84.8K +1,933 +10%
LI
1066
Lafayette Investments
Maryland
$801K
TCM
1067
Telos Capital Management
California
$799K -$62.1K -1,415 -6%
CIAS
1068
Capital Investment Advisory Services
North Carolina
$794K +$64.9K +1,478 +8%
LIA
1069
LS Investment Advisors
Michigan
$792K
T
1070
TOBAM
France
$790K +$49.8K +1,135 +6%
BBNA
1071
Bremer Bank National Association
Minnesota
$788K -$38.8K -884 -4%
Capital Fund Management (CFM)
1072
Capital Fund Management (CFM)
France
$783K -$2.48M -56,550 -74%
AAS
1073
Ameritas Advisory Services
Nebraska
$783K -$63K -1,435 -7%
CFAM
1074
Coury Firm Asset Management
Pennsylvania
$783K
HA
1075
Harbor Advisors
Florida
$783K

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.