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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
XSC
1376
X-Square Capital
Puerto Rico
$397K -$39.2K -894 -8%
VC
1377
Vicus Capital
Pennsylvania
$397K -$3.69K -84 -0.8%
WCWM
1378
Willow Creek Wealth Management
California
$397K +$445K +10,145 New
AMG
1379
Advisors Management Group
Wisconsin
$396K +$3.99K +91 +0.9%
BWA
1380
Bordeaux Wealth Advisors
California
$395K -$5.97K -136 -1%
AIM
1381
Aspen Investment Management
Michigan
$395K -$4.39K -100 -1%
SCC
1382
Steel Canyon Capital
Arizona
$394K -$658K -15,003 -60%
LFA
1383
Lauterbach Financial Advisors
Texas
$394K +$527 +12 +0.1%
IIM
1384
Ipswich Investment Management
Massachusetts
$393K +$20.8K +473 +5%
ZIG
1385
Zuckerman Investment Group
Illinois
$390K
VA
1386
Valmark Advisers
Ohio
$387K +$86.9K +1,980 +25%
MAM
1387
Martingale Asset Management
Massachusetts
$386K +$26.1K +595 +6%
PPG
1388
Peak Planning Group
Colorado
$386K +$432K +9,854 New
LA
1389
Latitude Advisors
Florida
$384K -$836K -19,046 -66%
VWA
1390
Visionary Wealth Advisors
Illinois
$382K -$255K -5,813 -37%
ATFA
1391
All Terrain Financial Advisors
Minnesota
$382K -$6.45K -147 -1%
FCIM
1392
Fairview Capital Investment Management
California
$382K -$4.39K -100 -1%
BCA
1393
Bray Capital Advisors
Florida
$382K +$219 +5 +0.1%
WTB
1394
Washington Trust Bank
Washington
$379K -$77.3K -1,761 -15%
VWA
1395
V Wealth Advisors
Kansas
$378K -$153K -3,478 -26%
DCM
1396
Donaldson Capital Management
Indiana
$377K -$18.1K -413 -4%
VCP
1397
Verus Capital Partners
Arizona
$376K -$135K -3,080 -32%
RCWM
1398
Royal Capital Wealth Management
Indiana
$376K -$8.29K -189 -2%
HFM
1399
Hartford Financial Management
Connecticut
$376K
GT
1400
Glenview Trust
Kentucky
$375K -$400K -9,122 -49%

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.