We are live on ! Find out more
WFC icon

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
JMF
1851
Johnson Midwest Financial
Iowa
$51K +$307 +7 +0.5%
CWM
1852
Cranbrook Wealth Management
Michigan
$50K
RA
1853
Rise Advisors
New York
$50K +$307 +7 +0.6%
BONH
1854
Bank of New Hampshire
New Hampshire
$48K
DWA
1855
Dougherty Wealth Advisers
Minnesota
$47K
ME
1856
McIlrath & Eck
Washington
$47K
HNWAG
1857
High Net Worth Advisory Group
Florida
$46K +$44 +1 +0.1%
MWC
1858
MBM Wealth Consultants
Missouri
$44K
NC
1859
NewSquare Capital
Pennsylvania
$43K
SFG
1860
Steward Financial Group
Texas
$43K +$219 +5 +0.5%
HS
1861
Horan Securities
United States
$41K +$5.31K +121 +14%
WAM
1862
Westport Asset Management
Connecticut
$39K
WOSD
1863
WFA of San Diego
California
$39K +$43.9K +1,000 New
WAM
1864
Worth Asset Management
Texas
$37K
RIM
1865
Rockbridge Investment Management
New York
$36.8K -$136K -3,091 -77%
Loomis, Sayles & Company
1866
Loomis, Sayles & Company
Massachusetts
$36K -$493K -11,245 -93%
RA
1867
Rational Advisors
New York
$36K +$6.1K +139 +18%
MFT
1868
Moisand Fitzgerald Tamayo
Florida
$36K +$31.8K +724 +371%
CJL
1869
Cyrus J. Lawrence
New York
$35K -$8.78K -200 -18%
BWL
1870
Bogart Wealth LLC
Virginia
$35K -$219 -5 -0.6%
BAM
1871
Byrne Asset Management
New Jersey
$34K
CH
1872
Canton Hathaway
Rhode Island
$32K
AWM
1873
Activest Wealth Management
Florida
$32K +$5.66K +129 +19%
TCM
1874
Tradewinds Capital Management
Washington
$31K -$126K -2,866 -78%
TIM
1875
Tortoise Investment Management
New York
$31K +$17.6K +400 +100%

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.