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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
VAM
1326
Vontobel Asset Management
New York
$435K -$13.1K -298 -3%
FWP
1327
FAS Wealth Partners
Kansas
$435K +$27.6K +628 +6%
ZB
1328
Zions Bancorporation
Utah
$435K +$64.1K +1,460 +15%
IF
1329
Intrua Financial
Texas
$433K -$5.4K -123 -1%
CT
1330
Chicago Trust
Illinois
$432K -$129K -2,948 -21%
RCM
1331
Radnor Capital Management
Pennsylvania
$432K -$11K -251 -2%
PCM
1332
Pointe Capital Management
Michigan
$432K
9WM
1333
9258 Wealth Management
Ohio
$431K -$15.9K -362 -3%
WBC
1334
West Branch Capital
Massachusetts
$429K -$13.6K -310 -3%
5L
1335
55I LLC
Massachusetts
$429K +$199K +4,526 +70%
HSA
1336
HBK Sorce Advisory
Pennsylvania
$427K -$142K -3,246 -23%
MAM
1337
McCarthy Asset Management
California
$427K +$88 +2 +0%
VT
1338
Vise Technologies
New York
$426K +$234K +5,336 +96%
FDS
1339
First Dallas Securities
Texas
$425K +$43.9K +1,000 +10%
MCM
1340
Manchester Capital Management
Vermont
$424K -$301K -6,853 -39%
AC
1341
Annandale Capital
Texas
$423K +$307 +7 +0.1%
PCA
1342
Providence Capital Advisors
North Carolina
$422K -$527 -12 -0.1%
ET
1343
Equitable Trust
Tennessee
$419K -$93.3K -2,125 -17%
OFG
1344
Oxford Financial Group
Indiana
$418K -$4.39K -100 -0.9%
CC
1345
Cannell & Co
New York
$417K
SNBOSD
1346
Security National Bank of So Dak
Iowa
$416K -$19.7K -450 -4%
HTI
1347
Hikari Tsushin Inc
Japan
$416K
BCA
1348
Bay Colony Advisors
Massachusetts
$416K +$21.9K +500 +6%
HIA
1349
Harbor Investment Advisory
Maryland
$416K +$101K +2,305 +28%
PCS
1350
Personal CFO Solutions
New Jersey
$416K +$127K +2,888 +37%

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.