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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
HI
1301
Hudock Inc
Pennsylvania
$463K +$4.13K +94 +0.8%
MBT
1302
Montecito Bank & Trust
California
$462K
CCFM
1303
Clear Creek Financial Management
Washington
$460K +$171K +3,899 +50%
CWM
1304
Cornerstone Wealth Management
Missouri
$459K -$5.4K -123 -1%
BW
1305
Basepoint Wealth
Iowa
$457K +$10.9K +248 +2%
PIA
1306
Perennial Investment Advisors
California
$456K -$25K -569 -5%
WA
1307
Wealth Alliance
New York
$456K +$10K +228 +2%
OWP
1308
Obermeyer Wealth Partners
Colorado
$454K +$7.55K +172 +2%
S
1309
Surevest
California
$452K
MWM
1310
Modera Wealth Management
New Jersey
$450K +$14.9K +339 +3%
PPP
1311
Private Portfolio Partners
New Jersey
$450K +$307 +7 +0.1%
DLA
1312
Douglas Lane & Associates
New York
$447K -$9.48K -216 -2%
JCM
1313
Jacobi Capital Management
Pennsylvania
$446K -$37.2K -848 -7%
GTAM
1314
Global Trust Asset Management
Florida
$446K -$4.26K -97 -0.8%
CA
1315
Claro Advisors
Massachusetts
$445K -$13.3K -304 -3%
DA
1316
DSC Advisors
Illinois
$445K -$7.11K -162 -1%
AWS
1317
AJ Wealth Strategies
New York
$443K +$395 +9 +0.1%
LCM
1318
Leisure Capital Management
California
$443K +$11.9K +272 +2%
OWA
1319
One Wealth Advisors
California
$443K +$497K +11,316 New
MW
1320
Marcum Wealth
Ohio
$442K +$37.7K +858 +8%
FNT
1321
First Nebraska Trust
Nebraska
$441K -$527 -12 -0.1%
BCM
1322
BTR Capital Management
California
$440K -$2.19K -50 -0.4%
PWPS
1323
Pinnacle Wealth Planning Services
Ohio
$438K -$211K -4,802 -30%
BMC
1324
Beaton Management Company
Massachusetts
$438K
RWA
1325
RGT Wealth Advisors
Texas
$435K -$109K -2,477 -18%

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.