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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
EL
1251
Envoi LLC
Minnesota
$521K +$584K +13,300 New
SB
1252
Sunflower Bank
Texas
$519K -$38.2K -871 -6%
BIC
1253
Beach Investment Counsel
Pennsylvania
$519K
CWS
1254
Confluence Wealth Services
Pennsylvania
$519K +$63.4K +1,445 +14%
CANY
1255
Caxton Associates (New York)
New York
$518K -$647K -14,745 -53%
BCAM
1256
Boston Common Asset Management
Massachusetts
$518K +$45.8K +1,043 +9%
WAM
1257
Weatherly Asset Management
California
$516K
JIC
1258
Johnson Investment Counsel
Ohio
$515K +$24K +548 +4%
FSA
1259
Fort Sheridan Advisors
Illinois
$514K -$35.5K -810 -6%
WB
1260
West Bancorporation
Iowa
$513K -$33.2K -756 -5%
WDL
1261
Well Done LLC
Michigan
$512K
GS
1262
Gagnon Securities
New York
$511K
FFA
1263
First Foundation Advisors
California
$509K -$91.5K -2,085 -14%
WG
1264
Welch Group
Alabama
$509K -$8.95K -204 -2%
MHS
1265
M Holdings Securities
Oregon
$508K -$181K -4,121 -24%
FLI
1266
Family Legacy Inc
South Carolina
$507K
PWM
1267
Purus Wealth Management
California
$506K +$14K +319 +3%
SIA
1268
SkyView Investment Advisors
New Jersey
$505K -$969K -22,079 -63%
WB
1269
Webster Bank
Connecticut
$504K -$46.1K -1,050 -8%
SSWM
1270
Sheets Smith Wealth Management
North Carolina
$504K -$26.3K -600 -4%
FHA
1271
Flagship Harbor Advisors
Massachusetts
$500K -$7.9K -180 -1%
LA
1272
Lakeside Advisors
Washington
$500K
CFGS
1273
Concourse Financial Group Securities
Alabama
$499K -$13.5K -308 -2%
ECG
1274
Edge Capital Group
Georgia
$496K +$37.3K +851 +7%
JWA
1275
JFS Wealth Advisors
Pennsylvania
$494K -$52K -1,186 -9%

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.