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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
FAIM
1651
Financial Advocates Investment Management
Washington
$228K -$1.49M -34,002 -85%
CT
1652
Coastline Trust
Rhode Island
$228K +$26.3K +600 +11%
TAM
1653
Townsend Asset Management
North Carolina
$228K +$255K +5,817 New
FPS
1654
Fieldpoint Private Securities
Connecticut
$227K +$67.1K +1,528 +36%
C
1655
Covestor
United Kingdom
$227K +$87.8K +2,001 +53%
RMDI
1656
R.M. Davis Inc
Maine
$226K -$10.5K -239 -4%
FCB
1657
First Command Bank
Texas
$226K +$6.58K +150 +3%
FCFS
1658
First Command Financial Services
Texas
$226K +$6.58K +150 +3%
AP
1659
Americana Partners
Texas
$225K -$221K -5,035 -47%
PAG
1660
Powers Advisory Group
Illinois
$225K -$3.95K -90 -2%
BWM
1661
BlackDiamond Wealth Management
New York
$225K +$43K +980 +23%
OAM
1662
Occidental Asset Management
California
$224K -$7.11K -162 -3%
BTW
1663
Boston Trust Walden
Massachusetts
$224K -$4.39K -100 -2%
CSB
1664
City State Bank
Iowa
$223K -$23.4K -534 -9%
MTC
1665
McDaniel Terry & Co
Texas
$223K
PP
1666
Patten & Patten
Tennessee
$223K
GCIA
1667
Gabelli & Co Investment Advisers
New York
$223K +$4.39K +100 +2%
FNBOH
1668
First National Bank of Hutchinson
Kansas
$222K
SWM
1669
Silverlake Wealth Management
Vermont
$222K -$101K -2,304 -29%
AAP
1670
Arax Advisory Partners
Colorado
$221K +$263 +6 +0.1%
ACA
1671
Aptus Capital Advisors
Alabama
$219K -$67.8K -1,546 -22%
DA
1672
Detalus Advisors
Missouri
$219K -$1.89K -43 -0.8%
MCA
1673
Millennium Capital Advisors
Arkansas
$219K +$45.4K +1,035 +23%
GWS
1674
Glassman Wealth Services
Virginia
$218K -$10.8K -245 -4%
WF
1675
WoodTrust Financial
Wisconsin
$218K +$244K +5,558 New

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.