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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
DA
1626
Denali Advisors
California
$239K +$35.1K +800 +15%
EFSCE
1627
Enterprise Financial Services Corp (EFSC)
Missouri
$238K -$129K -2,930 -33%
UWPG
1628
Ullmann Wealth Partners Group
Florida
$238K -$38.5K -878 -13%
KNW
1629
Kesler Norman & Wride
Utah
$238K +$439 +10 +0.2%
SMA
1630
Sage Mountain Advisors
Georgia
$238K +$3.91K +89 +1%
AA
1631
Advisory Alpha
Michigan
$238K +$30K +683 +13%
KFP
1632
KMG Fiduciary Partners
Ohio
$237K -$1.27K -29 -0.5%
SIA
1633
SeaBridge Investment Advisors
New Jersey
$237K
WPP
1634
Whalerock Point Partners
Rhode Island
$237K +$21.9K +500 +9%
HPWM
1635
Highland Private Wealth Management
Washington
$237K +$58.5K +1,333 +28%
WP
1636
WMS Partners
Maryland
$237K +$266K +6,062 New
BWP
1637
Bernardo Wealth Planning
Pennsylvania
$236K
MSFS
1638
Main Street Financial Solutions
Pennsylvania
$236K +$22.6K +516 +9%
GL
1639
Graypoint LLC
New York
$235K -$165K -3,758 -39%
CG
1640
CFO4Life Group
Texas
$235K -$56.8K -1,294 -19%
JAIC
1641
Josh Arnold Investment Consultant
Minnesota
$235K
CWP
1642
Concord Wealth Partners
Virginia
$234K -$15.3K -349 -6%
GCS
1643
Gordian Capital (Singapore)
Singapore
$234K +$262K +5,975 New
Bank of Montreal
1644
Bank of Montreal
Ontario, Canada
$234K -$11.3M -257,896 -5%
LSPW
1645
Lake Street Private Wealth
Illinois
$233K -$98.7K -2,248 -27%
PNC
1646
Park National Corp
Ohio
$232K -$1.32K -30 -0.5%
TFA
1647
Tranquilli Financial Advisor
New Jersey
$231K +$34.4K +784 +15%
PCIA
1648
Prime Capital Investment Advisors
Kansas
$230K +$258K +5,881 New
CAGAS
1649
Capital Advisory Group Advisory Services
Minnesota
$229K -$4.39K -100 -2%
LFASL
1650
Lugano Financial Advisors SA (LFA)
Switzerland
$229K

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.