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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
CAL
1776
Capital Analysts LLC
Pennsylvania
$114K +$527 +12 +0.4%
CYG
1777
Clean Yield Group
Vermont
$112K
LFG
1778
Larson Financial Group
Missouri
$109K -$41.3K -941 -25%
OIA
1779
Optimum Investment Advisors
Illinois
$109K
ODG
1780
O'Dell Group
Ohio
$107K
Q
1781
QVR
California
$105K -$674K -15,355 -85%
ATC
1782
Adirondack Trust Company
New York
$104K +$39.1K +890 +50%
EBA
1783
Eagle Bay Advisors
New York
$103K +$49.9K +1,136 +76%
JEST
1784
JTC Employer Solutions Trustee
Jersey
$102K
APW
1785
Acima Private Wealth
Virginia
$101K
HFM
1786
Harvest Fund Management
China
$100K -$396K -9,013 -78%
FBC
1787
Fairfield, Bush & Co
Connecticut
$100K +$112K +2,556 New
PWMG
1788
Prestige Wealth Management Group
New Jersey
$98K -$31.3K -713 -22%
ICM
1789
Islay Capital Management
Texas
$98K
FPFS
1790
First Personal Financial Services
North Carolina
$97K -$216K -4,920 -66%
KIG
1791
Kessler Investment Group
Indiana
$96K -$5.75M -131,096 -98%
BFPW
1792
BOK Financial Private Wealth
Colorado
$96K -$606K -13,814 -85%
MTIC
1793
Missouri Trust & Investment Company
Missouri
$96K
CB
1794
CNB Bank
Pennsylvania
$95K -$6.32K -144 -6%
CAC
1795
Core Alternative Capital
Georgia
$95K -$3.73K -85 -3%
1IA
1796
1834 Investment Advisors
Wisconsin
$95K
WPA
1797
West Paces Advisors
Georgia
$94.3K +$2.54K +58 +2%
DWMG
1798
DB Wealth Management Group
California
$94K
IAIM
1799
Industrial Alliance Investment Management
Quebec, Canada
$94K +$26.1K +594 +33%
HC
1800
Hoese & Co
Minnesota
$93K

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.