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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
CCG
1201
Ceeto Capital Group
Florida
$588K +$132K +3,000 +25%
BNP Paribas Asset Management
1202
BNP Paribas Asset Management
France
$586K -$365K -8,311 -36%
HWAM
1203
Hennion & Walsh Asset Management
New Jersey
$586K +$97.8K +2,228 +17%
PWA
1204
Providence Wealth Advisors
Illinois
$585K +$68K +1,550 +12%
EWA
1205
EverSource Wealth Advisors
Alabama
$582K +$104K +2,380 +19%
ZIM
1206
Zacks Investment Management
Illinois
$582K +$173K +3,944 +36%
PFA
1207
Pure Financial Advisors
California
$581K +$34.3K +781 +6%
KSWA
1208
Kathleen S. Wright Associates
Pennsylvania
$580K
PP
1209
PrairieView Partners
Minnesota
$579K +$304K +6,934 +88%
BMA
1210
Brooks Moore & Associates
Tennessee
$577K -$347K -7,900 -35%
BWP
1211
Baldwin Wealth Partners
Massachusetts
$576K
AWM
1212
Alterna Wealth Management
Texas
$575K -$21.9K -500 -3%
IIA
1213
IPG Investment Advisors
California
$572K -$105K -2,400 -14%
CNC
1214
Canandaigua National Corp
New York
$572K -$3.29K -75 -0.5%
FMWA
1215
Forvis Mazars Wealth Advisors
Missouri
$570K +$84.2K +1,919 +15%
HI
1216
Harbour Investments
Wisconsin
$570K +$638K +14,547 New
PCA
1217
Personal Capital Advisors
California
$569K -$7.46K -170 -1%
CPA
1218
Cardiff Park Advisors
California
$566K +$7.46K +170 +1%
TAM
1219
Tocqueville Asset Management
New York
$565K -$3.78M -86,224 -86%
LA
1220
LexAurum Advisors
Kansas
$563K +$263 +6 +0%
GI
1221
Gradient Investments
Minnesota
$557K -$5.09K -116 -0.8%
EA
1222
Eclectic Associates
California
$557K +$115K +2,630 +23%
SWM
1223
Shakespeare Wealth Management
Wisconsin
$556K +$3.29K +75 +0.5%
ESB
1224
Essex Savings Bank
Connecticut
$556K +$7.86K +179 +1%
TSS
1225
Two Sigma Securities
New York
$555K -$2.28M -51,982 -79%

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.