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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
KP
151
Kiltearn Partners
United Kingdom
$57.1M -$23.8M -541,214 -27%
MAMU
152
Marathon Asset Management (UK)
United Kingdom
$57M -$3.62M -82,603 -5%
Nomura Asset Management
153
Nomura Asset Management
Japan
$56.2M +$1.55M +35,292 +3%
PA
154
Paralel Advisors
Colorado
$55.8M
Wells Fargo
155
Wells Fargo
California
$55.2M -$3.51M -79,975 -5%
FWIA
156
Fort Washington Investment Advisors
Ohio
$55M +$721K +16,422 +1%
GI
157
GAMCO Investors
Connecticut
$54.4M -$252K -5,748 -0.4%
ERSOT
158
Employees Retirement System of Texas
Texas
$54.2M -$2.55M -58,000 -4%
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$54M +$131K +2,982 +0.2%
AAM
160
Ardevora Asset Management
United Kingdom
$53.4M -$46.8M -1,066,600 -44%
EIP
161
Epoch Investment Partners
New York
$53.1M +$757K +17,260 +1%
SBCM
162
Schwerin Boyle Capital Management
Massachusetts
$52.6M +$13.3K +304 +0%
Hudson Bay Capital Management
163
Hudson Bay Capital Management
Connecticut
$51.8M +$49.2M +1,122,000 +561%
AIA
164
Avalon Investment & Advisory
Texas
$51.8M +$530K +12,069 +0.9%
PAM
165
Panagora Asset Management
Massachusetts
$51.6M -$10.4M -237,395 -15%
Aviva
166
Aviva
United Kingdom
$50.5M +$6.6M +150,428 +13%
TD Asset Management
167
TD Asset Management
Ontario, Canada
$50M -$3.67M -83,643 -6%
CCMG
168
Clark Capital Management Group
Pennsylvania
$49.8M +$5.46M +124,374 +11%
BCM
169
Basswood Capital Management
New York
$49.7M -$16.8M -382,018 -23%
Holocene Advisors
170
Holocene Advisors
New York
$49.3M +$17.8M +404,991 +47%
Skandinaviska Enskilda Banken (SEB)
171
Skandinaviska Enskilda Banken (SEB)
Sweden
$48.9M -$17.9M -408,434 -25%
MCI
172
McDonald Capital Investors
California
$48.6M -$662K -15,076 -1%
N
173
Natixis
France
$48.5M -$4.59M -104,624 -8%
CCM
174
Causeway Capital Management
California
$48.4M +$54.3M +1,236,279 New
Rafferty Asset Management
175
Rafferty Asset Management
New York
$47.2M -$31.1M -709,779 -37%

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.