We are live on ! Find out more
WFC icon

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
WA
1551
Wealth Architects
California
$278K -$21.2K -483 -6%
LA
1552
LVW Advisors
New York
$278K -$3.38K -77 -1%
LC
1553
Lincoln Capital
Nebraska
$278K
SSB
1554
Sandy Spring Bank
Maryland
$276K +$1.01K +23 +0.3%
SWM
1555
Stockman Wealth Management
Montana
$275K -$878 -20 -0.3%
WCM
1556
Wallace Capital Management
Texas
$274K -$13.2K -300 -4%
BWM
1557
BNC Wealth Management
Oregon
$274K -$6.54K -149 -2%
GIA
1558
Guyasuta Investment Advisors
Pennsylvania
$274K
ZIG
1559
Zullo Investment Group
Pennsylvania
$273K +$483 +11 +0.2%
SAS
1560
Sanford Advisory Services
Michigan
$271K
BFA
1561
Buttonwood Financial Advisors
Maryland
$271K +$81.3K +1,852 +36%
SP
1562
Successful Portfolios
Florida
$270K -$47.9K -1,091 -14%
JWBC
1563
John W. Brooker & Co
California
$270K
DSC
1564
Duncker Streett & Co
Missouri
$269K -$8.43K -192 -3%
WF
1565
Wayfinding Financial
Washington
$268K -$6.01K -137 -2%
ITIM
1566
Indiana Trust & Investment Management
Indiana
$268K
VCAM
1567
Van Cleef Asset Management
Ohio
$268K +$922 +21 +0.3%
BFM
1568
Boston Financial Management
Massachusetts
$268K +$107K +2,428 +55%
SFP
1569
Sweet Financial Partners
Minnesota
$267K -$3.73K -85 -1%
LRPA
1570
L. Roy Papp & Associates
Arizona
$265K +$22.3K +509 +8%
DP
1571
Denver PWM
Colorado
$264K
SFG
1572
SNS Financial Group
Minnesota
$263K -$74.9K -1,707 -20%
CA
1573
Capitolis Advisors
New York
$263K
ST
1574
Smithfield Trust
Pennsylvania
$263K +$4.39K +100 +2%
PCM
1575
Penserra Capital Management
California
$262K -$85.6K -1,950 -23%

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.