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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
SRC
1076
Sage Rhino Capital
California
$780K -$79.5K -1,812 -8%
PFSC
1077
Peoples Financial Services Corp
Pennsylvania
$780K -$21.9K -500 -2%
QP
1078
Quilter Plc
United Kingdom
$779K +$17K +388 +2%
Legacy Financial Group (Iowa)
1079
Legacy Financial Group (Iowa)
Iowa
$772K -$3.07K -70 -0.4%
CTC
1080
Central Trust Company
Missouri
$771K +$72.1K +1,642 +9%
TBA
1081
Tower Bridge Advisors
Pennsylvania
$770K -$13.2K -300 -2%
CRWM
1082
Castle Rock Wealth Management
California
$769K +$1.75K +40 +0.2%
CAM
1083
Chou Associates Management
Ontario, Canada
$765K
CWM
1084
C2C Wealth Management
Arizona
$764K -$19.3K -439 -2%
MMA
1085
Miracle Mile Advisors
California
$760K -$13.2K -300 -2%
CT
1086
Cambridge Trust
Massachusetts
$759K -$54.5K -1,242 -6%
CCM
1087
Carlson Capital Management
Minnesota
$757K -$162K -3,685 -16%
MMPW
1088
Mitchell McLeod Pugh & Williams
Alabama
$756K +$4.17K +95 +0.5%
FCI
1089
Financial Counselors Inc
Kansas
$756K +$145K +3,294 +21%
MMHP
1090
Murphy Middleton Hinkle & Parker
Georgia
$755K -$5.22K -119 -0.6%
AG
1091
Ascent Group
Virginia
$752K +$185K +4,206 +33%
MIFH
1092
Migdal Insurance & Financial Holdings
Israel
$751K -$3.26M -74,340 -79%
GCM
1093
Glynn Capital Management
California
$751K
FFA
1094
Founders Financial Alliance
North Carolina
$751K +$512K +11,677 +156%
FMTC
1095
Farmers & Merchants Trust Company
California
$750K -$25.8K -588 -3%
FBT
1096
First Bank & Trust
South Dakota
$748K -$20.1K -459 -2%
TIM
1097
Triad Investment Management
California
$746K
PWP
1098
Pursue Wealth Partners
California
$744K
AIC
1099
Argus Investors Counsel
New York
$743K +$44K +1,003 +6%
SS
1100
Simplicity Solutions
Minnesota
$740K +$230K +5,242 +38%

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.