We are live on ! Find out more
WFC icon

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
MSAM
1701
Moloney Securities Asset Management
Missouri
$209K -$31.8K -725 -12%
CC
1702
Constitution Capital
Connecticut
$208K
HBT
1703
Hills Bank & Trust
Iowa
$208K
DWM
1704
Denver Wealth Management
Colorado
$208K +$233K +5,300 New
FPF
1705
First Pacific Financial
Washington
$207K
GA
1706
Greenspring Advisors
Maryland
$206K -$2.68K -61 -1%
JWM
1707
Janiczek Wealth Management
Colorado
$206K +$2.15K +49 +1%
DAM
1708
Deltec Asset Management
New York
$206K +$231K +5,260 New
GC
1709
Gratus Capital
Georgia
$205K
CAAS
1710
Capital Asset Advisory Services
Michigan
$204K +$2.19K +50 +1%
CCM
1711
CAAS Capital Management
New York
$204K +$228K +5,200 New
PAM
1712
Pegasus Asset Management
New York
$204K +$229K +5,215 New
HR
1713
Hardy Reed
Mississippi
$203K +$10.6K +242 +5%
FPCG
1714
Fort Pitt Capital Group
Pennsylvania
$202K
BFO
1715
Boston Family Office
Massachusetts
$201K -$1.1K -25 -0.5%
HWM
1716
Hohimer Wealth Management
Washington
$201K
TWA
1717
TPB Wealth Advisors
Texas
$201K +$88 +2 +0%
TCM
1718
Traynor Capital Management
Pennsylvania
$201K +$225K +5,133 New
ACA
1719
Atlas Capital Advisors
Wyoming
$200K -$796K -18,128 -78%
OWM
1720
OneAscent Wealth Management
Alabama
$200K -$417K -9,506 -65%
AFG
1721
Allegheny Financial Group
Pennsylvania
$200K +$224K +5,098 New
CA
1722
Crewe Advisors
Utah
$197K +$49.5K +1,129 +29%
BSB
1723
Bangor Savings Bank
Maine
$190K +$20.3K +462 +10%
RCG
1724
Rock Creek Group
District of Columbia
$189K -$8.47K -193 -4%
TH
1725
TCTC Holdings
Texas
$189K

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.