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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
NFP
1676
Narus Financial Partners
Utah
$217K +$243K +5,545 New
WCM
1677
Windsor Capital Management
Arizona
$217K -$10.8K -247 -4%
PWM
1678
PBMares Wealth Management
Virginia
$216K -$54.2K -1,236 -18%
VV
1679
Verity & Verity
South Carolina
$216K
MJRIC
1680
Mogy Joel R Investment Counsel
California
$215K
SGI
1681
Summit Global Investments
Utah
$215K +$44 +1 +0%
CCFCSB
1682
Cape Cod Five Cents Savings Bank
Massachusetts
$214K +$3.42K +78 +1%
AWM
1683
Aprio Wealth Management
Georgia
$214K +$240K +5,461 New
CWG
1684
Cornerstone Wealth Group
North Carolina
$213K -$2.81M -64,095 -92%
AB
1685
Atlas Brown
Kentucky
$213K
NFG
1686
Nations Financial Group
Iowa
$213K +$4.65K +106 +2%
SICM
1687
Sustainable Insight Capital Management
New York
$213K +$8.78K +200 +4%
LFA
1688
Laraway Financial Advisors
Minnesota
$212K -$11.8K -270 -5%
MPCG
1689
Matrix Private Capital Group
New York
$212K -$4.43K -101 -2%
BWM
1690
Buckley Wealth Management
Nevada
$212K -$878 -20 -0.4%
WCG
1691
Weaver Consulting Group
California
$212K +$11K +250 +5%
ACG
1692
Allen Capital Group
Nebraska
$212K +$22.3K +508 +10%
IC
1693
Inscription Capital
Texas
$212K +$237K +5,404 New
MCA
1694
MSH Capital Advisors
Arizona
$212K +$9.13K +208 +4%
EFG
1695
Everhart Financial Group
Ohio
$211K -$81.2K -1,851 -26%
ACM
1696
AUA Capital Management
Pennsylvania
$211K
DWM
1697
Dakota Wealth Management
Florida
$211K +$35.6K +811 +18%
ANB
1698
Amarillo National Bank
Texas
$210K -$40.4K -920 -15%
HR
1699
Howe & Rusling
New York
$210K -$8.07K -184 -3%
FAG
1700
Financial Advisory Group
Texas
$209K -$49.6K -1,130 -17%

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.