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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
XF
1151
XML Financial
Maryland
$650K -$27.6K -628 -4%
KMWM
1152
Keudell/Morrison Wealth Management
Oregon
$647K +$13K +296 +2%
FCA
1153
FinTrust Capital Advisors
South Carolina
$647K +$18.2K +414 +3%
WANY
1154
Wealthspire Advisors (New York)
New York
$647K +$526K +11,991 +265%
RT
1155
Rockland Trust
Massachusetts
$645K -$224K -5,106 -24%
PFM
1156
Parsec Financial Management
North Carolina
$643K -$41.6K -949 -5%
BIA
1157
Biondo Investment Advisors
Pennsylvania
$643K +$719K +16,388 New
GPA
1158
Garrison Point Advisors
California
$642K
CFG
1159
Citizens Financial Group
Rhode Island
$636K +$32.5K +741 +5%
Koshinski Asset Management
1160
Koshinski Asset Management
Illinois
$634K -$48.4K -1,102 -6%
NSAM
1161
North Star Asset Management
Wisconsin
$634K -$7.68K -175 -1%
SVWAG
1162
Sound View Wealth Advisors Group
Georgia
$634K +$483 +11 +0.1%
ALAM
1163
Asahi Life Asset Management
Japan
$633K -$25.9K -590 -4%
FIA
1164
Foundations Investment Advisors
Arizona
$633K +$210K +4,776 +42%
SYBT
1165
Stock Yards Bank & Trust
Kentucky
$630K +$706K +16,083 New
VIA
1166
Vident Investment Advisory
Georgia
$629K -$122K -2,787 -15%
AI
1167
AXS Investments
New York
$629K +$152K +3,457 +27%
NIM
1168
Northeast Investment Management
Massachusetts
$628K -$64.9K -1,478 -8%
Fisher Asset Management
1169
Fisher Asset Management
Washington
$628K +$89.5K +2,039 +15%
MSE
1170
MUFG Securities EMEA
United Kingdom
$626K +$470K +10,715 +203%
BCM
1171
Becker Capital Management
Oregon
$625K +$14.7K +334 +2%
SFG
1172
Sather Financial Group
Texas
$624K -$21.6K -493 -3%
NSIM
1173
North Star Investment Management
Illinois
$624K +$39.5K +900 +6%
PMA
1174
Prudent Man Advisors
Illinois
$623K -$351 -8 -0.1%
WA1
1175
Wimmer Associates 1
California
$622K

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.