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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
APC
1801
Aspire Private Capital
North Carolina
$91K +$5.62K +128 +6%
FCT
1802
First Community Trust
Iowa
$89K -$8.78K -200 -8%
TIM
1803
Tevis Investment Management
Texas
$86K +$16.8K +382 +21%
FP
1804
Financial Perspectives
Minnesota
$85.5K +$176 +4 +0.2%
TSWM
1805
Tyler-Stone Wealth Management
Ohio
$83K +$2.19K +50 +2%
NIM
1806
NuWave Investment Management
New Jersey
$82K -$178K -4,046 -66%
SBL
1807
Sargent Bickham Lagudis
Colorado
$82K
KFP
1808
KB Financial Partners
New Jersey
$81K -$861K -19,619 -90%
GFPC
1809
Global Financial Private Client
Florida
$80.7K
FFC
1810
First Financial Corp
Indiana
$80K
TW
1811
Towerpoint Wealth
California
$80K
AFS
1812
Annapolis Financial Services
Maryland
$79K +$132 +3 +0.1%
MWM
1813
Mascoma Wealth Management
New Hampshire
$78K -$1.49K -34 -2%
AP
1814
Arlington Partners
Alabama
$77K -$25K -569 -22%
BCMLT
1815
Beacon Capital Management LLC (Tennessee)
Tennessee
$77K
CWM
1816
Castle Wealth Management
Florida
$75K +$84.2K +1,918 New
LTI
1817
Laffer Tengler Investments
Tennessee
$74.5K
HIM
1818
Hillsdale Investment Management
Ontario, Canada
$74K
JGIA
1819
Jackson Grant Investment Advisers
Connecticut
$73K
FCMT
1820
Founders Capital Management (Texas)
Texas
$71K
GCM
1821
Gables Capital Management
Florida
$71K
PP
1822
Pacifica Partners
Canada
$71K +$25K +570 +48%
EWM
1823
Endurance Wealth Management
Rhode Island
$70K -$4.39K -100 -5%
EARNEST Partners
1824
EARNEST Partners
Georgia
$69K
FMTCOCP
1825
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K

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.