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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
NIM
1426
Nexus Investment Management
Ontario, Canada
$353K
MA
1427
MYDA Advisors
New York
$353K +$395K +9,000 New
AFS
1428
Axiom Financial Strategies
Indiana
$352K -$76.9K -1,752 -16%
MA
1429
MCF Advisors
Kentucky
$352K +$21.9K +499 +6%
1WM
1430
1900 Wealth Management
Texas
$351K +$8.51K +194 +2%
MWP
1431
MYCIO Wealth Partners
Pennsylvania
$351K +$46.3K +1,055 +13%
SMG
1432
Spectrum Management Group
Indiana
$348K
RFM
1433
Royal Fund Management
Florida
$348K +$307 +7 +0.1%
Financial Engines Advisors
1434
Financial Engines Advisors
California
$347K +$41.5K +945 +12%
DHFB
1435
Dixon Hubard Feinour & Brown
Virginia
$346K -$29.2K -666 -7%
TCOV
1436
Trust Company of Vermont
Vermont
$346K -$14.5K -331 -4%
HHGA
1437
Halbert Hargrove Global Advisors
California
$346K -$7.33K -167 -2%
AIA
1438
Arbor Investment Advisors
North Carolina
$346K +$132 +3 +0%
RWA
1439
River Wealth Advisors
Pennsylvania
$346K +$307 +7 +0.1%
TIA
1440
Traphagen Investment Advisors
New Jersey
$345K +$169K +3,862 +78%
NL
1441
NWAM LLC
Washington
$344K +$24K +548 +7%
FB
1442
First Bancorp
Maine
$344K +$69.6K +1,585 +22%
SFS
1443
Stiles Financial Services
Minnesota
$343K +$384K +8,745 New
BFO
1444
Biltmore Family Office
North Carolina
$341K -$99.4K -2,265 -21%
FIM
1445
Fruth Investment Management
Texas
$341K
SAM
1446
Sawgrass Asset Management
Florida
$341K +$23.9K +545 +7%
WAM
1447
Weinberger Asset Management
California
$340K +$381K +8,677 New
IWA
1448
IVC Wealth Advisors
Pennsylvania
$338K -$292K -6,656 -44%
PMFA
1449
Plante Moran Financial Advisors
Michigan
$338K -$100K -2,287 -21%
CFA
1450
Cahill Financial Advisors
Minnesota
$337K +$5K +114 +1%

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.