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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
CAM
1476
Cidel Asset Management
Ontario, Canada
$317K
LC
1477
Lindbrook Capital
California
$316K +$5.18K +118 +1%
CIC
1478
Cutler Investment Counsel
Oregon
$315K
MMG
1479
Monetary Management Group
Missouri
$315K
PCI
1480
Planning Center Inc
Illinois
$315K
FCFC
1481
First Citizens Financial Corp
Iowa
$315K +$4.39K +100 +1%
WCM
1482
Washington Capital Management
Washington
$313K
ER
1483
Enlightenment Research
Florida
$313K -$1.07M -24,298 -75%
WWG
1484
West Wealth Group
California
$313K -$36K -820 -9%
CPA
1485
Court Place Advisors
Maryland
$313K
NMG
1486
New Millennium Group
Utah
$312K +$349K +7,950 New
WC
1487
Weil Company
California
$310K +$4.39K +100 +1%
WE
1488
Wealth Effects
Massachusetts
$309K +$35.8K +815 +12%
AW
1489
Avion Wealth
Texas
$308K
MIP
1490
Marietta Investment Partners
Wisconsin
$307K -$169K -3,855 -33%
FRA
1491
Front Row Advisors
California
$307K +$15.8K +359 +5%
ESCM
1492
Echo Street Capital Management
New York
$306K -$601K -13,701 -64%
AP
1493
Atwood & Palmer
Missouri
$306K -$97.8K -2,228 -22%
MBTD
1494
Mechanics Bank - Trust Department
California
$306K -$24.1K -550 -7%
CA
1495
Claar Advisors
New York
$306K -$11.4K -260 -3%
RCG
1496
Regatta Capital Group
California
$305K -$72.5K -1,652 -17%
KP
1497
Keel Point
Alabama
$305K -$746 -17 -0.2%
CAM
1498
Campion Asset Management
Virginia
$305K
RDWM
1499
Red Door Wealth Management
Tennessee
$305K +$43.8K +999 +15%
TFCP
1500
Twin Focus Capital Partners
Massachusetts
$304K -$263 -6 -0.1%

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.