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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
CWA
1751
Clearview Wealth Advisors
Oregon
$150K +$77.9K +1,776 +87%
SC
1752
Sierra Capital
Florida
$146K -$2.15K -49 -1%
CCA
1753
Column Capital Advisors
Indiana
$146K +$43.9K +1,000 +37%
WWM
1754
Wolff Wiese Magana
California
$142K -$45.9K -1,047 -22%
AWM
1755
Atticus Wealth Management
Florida
$141K -$46.1K -1,050 -23%
IUHSA
1756
Itau Unibanco Holding S.A.
Brazil
$139K -$4.92M -112,085 -97%
CFD
1757
Creative Financial Designs
Indiana
$139K -$2.24K -51 -1%
SFM
1758
Spartan Fund Management
Canada
$139K +$156K +3,547 New
MHR
1759
Matthew Hamilton Rosenberg
$138K -$13.4K -305 -8%
SWA
1760
Sutton Wealth Advisors
Florida
$136K -$96.9K -2,209 -39%
BLC
1761
Brown, Lisle/Cummings
Rhode Island
$134K -$19.5K -445 -12%
SOW
1762
State of Wyoming
Wyoming
$133K -$359K -8,190 -71%
OC
1763
Oakworth Capital
Alabama
$133K
ABLA
1764
Alan B. Lancz & Associates
Ohio
$132K +$132K +3,000 New
GC
1765
Garde Capital
Washington
$131K +$790 +18 +0.5%
TAM
1766
Tucker Asset Management
Colorado
$131K +$13.3K +304 +10%
ARMC
1767
American Research & Management Company
Massachusetts
$129K -$4.39K -100 -3%
M1FG
1768
Mach-1 Financial Group
Arkansas
$127K +$143K +3,253 New
TAIM
1769
TD Ameritrade Investment Management
Nebraska
$125K +$7.33K +167 +6%
PIA
1770
Powell Investment Advisors
Florida
$124K
KFI
1771
Key Financial Inc
Pennsylvania
$124K +$22.2K +505 +19%
MPWT
1772
MassMutual Private Wealth & Trust
Connecticut
$117K -$30.2K -689 -19%
CA
1773
CoreCap Advisors
Michigan
$117K +$131K +2,975 New
SWM
1774
Sugarloaf Wealth Management
Georgia
$115K +$44 +1 +0%
FF
1775
FourThought Financial
Florida
$114K +$439 +10 +0.3%

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.