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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
CGH
1601
CMG Global Holdings
Texas
$249K +$44 +1 +0%
SIG
1602
Sky Investment Group
Connecticut
$249K +$8.78K +200 +3%
PWA
1603
Phoenix Wealth Advisors
North Carolina
$249K +$279K +6,362 New
HIG
1604
Heritage Investment Group
Florida
$248K
RSVP
1605
Ramsay Stattman Vela & Price
Colorado
$248K
BOH
1606
Bank of Hawaii
Hawaii
$248K +$86.5K +1,970 +45%
F4L
1607
Fortune 45 LLC
Louisiana
$248K +$279K +6,355 New
LKIM
1608
Lawson Kroeker Investment Management
Nebraska
$247K -$23.5K -535 -8%
TCWA
1609
Ten Capital Wealth Advisors
Washington
$247K -$5.75K -131 -2%
BAM
1610
Brave Asset Management
New Jersey
$247K
SAMC
1611
Spectrum Asset Management (California)
California
$246K -$266K -6,053 -49%
WWMSC
1612
Wagner Wealth Management (South Carolina)
South Carolina
$246K -$3.82K -87 -1%
MA
1613
MONECO Advisors
Connecticut
$246K +$275K +6,269 New
AF
1614
Alerus Financial
North Dakota
$245K -$2.86M -65,226 -91%
IBOK
1615
Independence Bank of Kentucky
Kentucky
$245K
ARC
1616
Advisor Resource Council
Texas
$245K +$275K +6,256 New
LFA
1617
Legacy Financial Advisors
Kentucky
$244K -$49.6K -1,131 -15%
AWA
1618
Acorn Wealth Advisors
Michigan
$244K -$2.68K -61 -1%
IAG
1619
Investment Advisory Group
Massachusetts
$244K +$44 +1 +0%
SSC
1620
Syverson Strege & Co
Iowa
$244K +$15.8K +359 +6%
FPAS
1621
Focus Partners Advisor Solutions
Missouri
$242K -$3.6K -82 -1%
CCIA
1622
Cherry Creek Investment Advisors
Colorado
$241K +$1.01K +23 +0.4%
BW
1623
Bison Wealth
Georgia
$240K +$88 +2 +0%
MFG
1624
Magnus Financial Group
New York
$240K +$47.7K +1,087 +22%
RP
1625
Riverbridge Partners
Minnesota
$239K

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.