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
SFG
1126
Summit Financial Group
West Virginia
$691K -$6.58K -150 -0.8%
SB
1127
Simmons Bank
Arkansas
$689K -$106K -2,408 -12%
NCM
1128
Neumann Capital Management
California
$686K -$176K -4,000 -19%
VBFP
1129
Valtinson Bruner Financial Planning
Minnesota
$686K +$483 +11 +0.1%
WBG
1130
Wharton Business Group
Pennsylvania
$685K +$480K +10,945 +167%
NIC
1131
Northwest Investment Counselors
Oregon
$684K -$4.39K -100 -0.6%
LAS
1132
LWM Advisory Services
Florida
$683K +$10.4K +238 +1%
CCM
1133
Chiron Capital Management
Florida
$681K +$763K +17,377 New
CC
1134
Chicago Capital
Illinois
$673K
MOS
1135
MGO One Seven
Ohio
$672K -$172K -3,925 -19%
RIA
1136
Richwood Investment Advisors
Ohio
$670K
GIA
1137
Gladstone Institutional Advisory
Florida
$669K -$1.46M -33,307 -66%
AC
1138
Abbrea Capital
California
$669K +$2.72K +62 +0.4%
AFA
1139
Abacus FCF Advisors
Florida
$667K -$30.5K -696 -4%
LF
1140
Lantz Financial
Illinois
$667K +$527 +12 +0.1%
EFS
1141
Econ Financial Services
Pennsylvania
$665K +$118K +2,684 +19%
NWM
1142
Northwest Wealth Management
Iowa
$665K +$120K +2,742 +19%
GVAG
1143
Great Valley Advisor Group
Delaware
$662K -$273K -6,229 -27%
MCM
1144
Mainstay Capital Management
Michigan
$662K +$9.44K +215 +1%
NCM
1145
Narwhal Capital Management
Georgia
$659K -$485K -11,060 -40%
HCM
1146
Hutner Capital Management
Vermont
$656K
CIA
1147
Cascade Investment Advisors
Oregon
$654K
GAG
1148
GM Advisory Group
New York
$654K
CIA
1149
Cladis Investment Advisory
Montana
$653K -$4.34K -99 -0.6%
BCM
1150
Brookstone Capital Management
Illinois
$650K -$448K -10,207 -39%

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.