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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
PWC
1826
PYA Waltman Capital
Tennessee
$69K
GWSG
1827
GPS Wealth Strategies Group
Colorado
$68K
WAS
1828
Winch Advisory Services
Wisconsin
$68K +$351 +8 +0.5%
PH
1829
Pinnacle Holdings
Oklahoma
$67.8K
SWA
1830
SOA Wealth Advisors
New York
$67K -$10.4K -238 -12%
BPC
1831
Banque Pictet & Cie
Switzerland
$66.9K +$948K +21,608 +1%
CTB
1832
Country Trust Bank
Illinois
$65K
Bank Julius Baer & Co
1833
Bank Julius Baer & Co
Switzerland
$64K -$357K -8,139 -83%
VCM
1834
Vigilant Capital Management
Maine
$64K -$4.17K -95 -5%
NFSG
1835
Newbridge Financial Services Group
Florida
$63K -$88.3K -2,011 -55%
AWM
1836
Accel Wealth Management
Iowa
$62K +$8.91K +203 +15%
CFN
1837
Cordasco Financial Network
Florida
$59K
BWS
1838
BCR Wealth Strategies
Alabama
$58K
AW
1839
ACG Wealth
Georgia
$57K +$64.1K +1,461 New
AIM
1840
Arcadia Investment Management
Michigan
$56K
UIA
1841
Ulland Investment Advisors
Minnesota
$56K
EIP
1842
Ellis Investment Partners
Pennsylvania
$56K +$4.7K +107 +8%
MGIM
1843
M&G Investment Management
United Kingdom
$53.5K +$4.15M +94,520 +7%
IRAG
1844
Investment Research & Advisory Group
Georgia
$53K -$7.68K -175 -12%
FC
1845
Family CFO
California
$52.8K
VCM
1846
Versant Capital Management
Arizona
$52K -$3.86K -88 -6%
BAM
1847
Bellevue Asset Management
Washington
$52K +$88 +2 +0.2%
ANBT
1848
American National Bank & Trust
Texas
$52K +$44.7K +1,018 +337%
MW
1849
Milestone Wealth
New York
$51K -$18.5K -421 -24%
LWP
1850
Lumature Wealth Partners
Georgia
$51K

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.