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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
BFG
1576
Bouchey Financial Group
New York
$262K
LCS
1577
Levin Capital Strategies
New York
$262K
BFG
1578
Berger Financial Group
Minnesota
$262K +$14.2K +323 +5%
CFG
1579
CKW Financial Group
Hawaii
$261K -$13.2K -300 -4%
ACM
1580
Avalon Capital Management
California
$261K
LAM
1581
L2 Asset Management
Massachusetts
$260K -$9.74K -222 -3%
GD
1582
Grandfield & Dodd
New York
$260K
TFF
1583
The Family Firm
Maryland
$260K +$176 +4 +0.1%
WCM
1584
Wedge Capital Management
North Carolina
$260K +$790 +18 +0.3%
UL
1585
Unionview LLC
Washington
$260K +$1.67K +38 +0.6%
SAM
1586
Security Asset Management
New York
$259K
WC
1587
Westhampton Capital
North Carolina
$258K
HWA
1588
Heritage Wealth Advisors
Virginia
$258K +$232K +5,287 +405%
PCMC
1589
Private Capital Management (Colorado)
Colorado
$257K
VST
1590
Van Strum & Towne
California
$257K
CCM
1591
Compton Capital Management
Rhode Island
$255K -$733K -16,700 -72%
SOAMC
1592
Spirit of America Management Corp
New York
$255K
BFWA
1593
Benchmark Financial Wealth Advisors
Florida
$254K -$55.7K -1,270 -16%
WSFS
1594
Wilmington Savings Fund Society
Delaware
$252K +$1.62K +37 +0.6%
LB
1595
Legacy Bridge
Iowa
$251K
JG
1596
Jefferies Group
New York
$250K -$1.78M -40,483 -86%
TNBTD
1597
Trustmark National Bank Trust Department
Mississippi
$250K
QPBE
1598
Quintet Private Bank (Europe)
Luxembourg
$249K +$252K +5,748 New
AA
1599
Auxano Advisors
Washington
$249K -$17.4K -397 -6%
BBNB
1600
Baker Boyer National Bank
Washington
$249K

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.