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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
BFIC
1501
Bedell Frazier Investment Counselling
California
$304K
EA
1502
Evolution Advisers
Virginia
$304K
MWM
1503
Minot Wealth Management
Massachusetts
$303K -$23.3K -531 -6%
TCM
1504
Tributary Capital Management
Nebraska
$303K -$12.1K -275 -3%
EWA
1505
Exencial Wealth Advisors
Oklahoma
$303K -$5.13K -117 -1%
HA
1506
HYA Advisors
Missouri
$303K +$1.36K +31 +0.4%
MRCM
1507
M&R Capital Management
New Jersey
$302K -$33.5K -764 -9%
BCCM
1508
Bridge Creek Capital Management
Massachusetts
$302K
SHGA
1509
Sand Hill Global Advisors
California
$302K +$22.5K +513 +7%
PWA
1510
Physician Wealth Advisors
Utah
$300K +$67.6K +1,541 +29%
SF
1511
Summit Financial
New Jersey
$299K -$63.5K -1,448 -16%
PCG
1512
Private Capital Group
Connecticut
$298K -$3.07K -70 -0.9%
AF
1513
Arrow Financial
New York
$297K
EGA
1514
E&G Advisors
Texas
$296K -$5.27K -120 -2%
AWM
1515
Axxcess Wealth Management
California
$295K -$258K -5,872 -44%
EFM
1516
E Fund Management
China
$295K -$11.1K -252 -3%
BI
1517
Ballast Inc
Kentucky
$295K -$1.8K -41 -0.5%
POIA
1518
Pin Oak Investment Advisors
Texas
$294K -$15.1K -343 -4%
MCM
1519
Magnolia Capital Management
New York
$294K
IB
1520
Intrust Bank
Kansas
$292K -$2.19K -50 -0.7%
PWMAG
1521
Pinnacle Wealth Management Advisory Group
New Jersey
$292K +$327K +7,460 New
EWA
1522
ERTS Wealth Advisors
Michigan
$291K +$13.3K +302 +4%
FNA
1523
First National Advisers
Nebraska
$291K +$326K +7,428 New
PCM
1524
Parsons Capital Management
Rhode Island
$290K -$114K -2,605 -26%
NJBEST
1525
New Jersey Better Educational Savings Trust
New Jersey
$290K

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.