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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
BDWM
1726
Brewin Dolphin Wealth Management
Ireland
$184K +$92.3K +2,104 +100%
TWA
1727
TCI Wealth Advisors
Arizona
$183K +$36.6K +833 +22%
CCA
1728
Catalyst Capital Advisors
New York
$181K
PFBT
1729
Parkside Financial Bank & Trust
Missouri
$178K -$76.1K -1,735 -28%
WOC
1730
West Oak Capital
California
$178K -$35.1K -800 -15%
EW
1731
Evoke Wealth
California
$178K +$1.49K +34 +0.8%
CWC
1732
Carolinas Wealth Consulting
North Carolina
$176K -$24.9K -567 -11%
HFS
1733
Hantz Financial Services
Michigan
$174K -$14.2K -323 -7%
AC
1734
AlphaCore Capital
California
$173K -$4.39K -100 -2%
NSB
1735
Norway Savings Bank
Maine
$168K -$28K -638 -13%
LJHT
1736
Laurie J. Hall Trustee
$166K -$11.8K -270 -6%
TFS
1737
TrustCore Financial Services
Tennessee
$165K +$1.84K +42 +1%
Kayne Anderson Rudnick Investment Management
1738
Kayne Anderson Rudnick Investment Management
California
$165K +$34.7K +791 +23%
RTC
1739
Riverview Trust Company
Washington
$163K +$65.6K +1,494 +56%
QC
1740
Quent Capital
New York
$162K +$23.7K +539 +15%
ST
1741
Sageworth Trust
Pennsylvania
$162K +$181K +4,134 New
AIM
1742
Acropolis Investment Management
Missouri
$158K +$12.2K +277 +7%
GEA
1743
Glen Eagle Advisors
New Jersey
$158K -$127K -2,890 -42%
PFA
1744
Professional Financial Advisors
Nebraska
$157K +$922 +21 +0.5%
HFA
1745
HC Financial Advisors
California
$154K -$8.78K -200 -5%
BBPWM
1746
Blue Bell Private Wealth Management
Pennsylvania
$154K
FDCC
1747
Foster Dykema Cabot & Co
Massachusetts
$154K +$173K +3,936 New
HBW
1748
Hazlett, Burt & Watson
West Virginia
$150K
TF
1749
Tompkins Financial
New York
$150K
KTC
1750
Kistler-Tiffany Companies
Pennsylvania
$150K +$2.72K +62 +2%

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.