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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
SAM
1101
Selway Asset Management
$736K +$825K +18,800 New
FWM
1102
Foresight Wealth Management
Utah
$735K
YWP
1103
YorkBridge Wealth Partners
New York
$735K +$3.47K +79 +0.4%
PWLP
1104
Prio Wealth Limited Partnership
Massachusetts
$735K -$11K -250 -1%
SCM
1105
Stevens Capital Management
Pennsylvania
$734K -$1.93M -43,963 -70%
MCM
1106
Mengis Capital Management
Oregon
$734K -$193K -4,407 -19%
NCM
1107
Novare Capital Management
North Carolina
$730K +$38.4K +875 +5%
CBT
1108
CoreFirst Bank & Trust
Kansas
$729K -$130K -2,964 -14%
LGA
1109
Lebenthal Global Advisors
New York
$724K +$238K +5,433 +42%
PWP
1110
Principle Wealth Partners
Connecticut
$722K -$6.41K -146 -0.8%
WPC
1111
Wedmont Private Capital
Pennsylvania
$720K +$122K +2,770 +18%
AF
1112
Advisornet Financial
Minnesota
$719K -$105K -2,403 -12%
FB
1113
Fulton Bank
Pennsylvania
$715K -$49.2K -1,121 -6%
EFS
1114
Essex Financial Services
Connecticut
$709K -$33.7K -769 -4%
GIA
1115
GHP Investment Advisors
Colorado
$709K -$20.5K -467 -3%
ROTUOC
1116
Regents of the University of California
California
$709K
KFSC
1117
Keystone Financial Services (Colorado)
Colorado
$709K +$12.8K +292 +2%
B
1118
Bailard
California
$708K +$411K +9,360 +107%
HBT
1119
Heartland Bank & Trust
Illinois
$706K +$24.4K +557 +3%
BOC
1120
Barbara Oil Co
Illinois
$705K
DAS
1121
Dynamic Advisor Solutions
Arizona
$705K +$40.5K +922 +5%
DWA
1122
Douglass Winthrop Advisors
New York
$703K +$4.7K +107 +0.6%
GC
1123
Gilbert & Cook
Iowa
$702K -$466K -10,609 -37%
PCP
1124
Proficio Capital Partners
Massachusetts
$698K -$13.5K -307 -2%
CIP
1125
Convergence Investment Partners
Florida
$693K -$9.39K -214 -1%

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.