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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
AIC
1876
Archer Investment Corporation
Indiana
$31K -$65.8K -1,500 -65%
BWA
1877
BDO Wealth Advisors
Florida
$30K
WPWM
1878
Western Pacific Wealth Management
Illinois
$30K
DWP
1879
Destiny Wealth Partners
Florida
$30K +$29.5K +673 +716%
DAC
1880
Dividend Assets Capital
South Carolina
$29K
FCG
1881
Financial Connections Group
California
$29K
SWM
1882
Selective Wealth Management
Virginia
$29K
CHA
1883
Carmichael Hill & Associates
Maryland
$28K -$77.3K -1,761 -71%
PO
1884
Private Ocean
California
$28K -$527 -12 -2%
HIIFS
1885
Harel Insurance Investments & Financial Services
Israel
$27K -$5.2M -118,473 -99%
IAS
1886
IMA Advisory Services
Colorado
$27K -$2.46M -55,989 -99%
HDIM
1887
Hanson & Doremus Investment Management
Vermont
$27K -$395 -9 -1%
TCCM
1888
Timber Creek Capital Management
Massachusetts
$27K
KFS
1889
Kelly Financial Services
Massachusetts
$27K +$44 +1 +0.1%
UAML
1890
US Asset Management LLC
Pennsylvania
$27K +$965 +22 +3%
AA
1891
Addison Advisors
Vermont
$26K -$16.5K -377 -36%
TC
1892
Truvestments Capital
Florida
$26K +$28.9K +658 New
AIL
1893
AGF Investments LLC
Ontario, Canada
$26K +$29.5K +673 New
RG
1894
Retirement Group
California
$25K
OSNBOA
1895
Old Second National Bank of Aurora
Illinois
$24K -$6.89K -157 -21%
AWM
1896
AllSquare Wealth Management
New York
$24K
BA
1897
Bellwether Advisors
Nebraska
$24K
SIS
1898
Sound Income Strategies
Florida
$23K
TF
1899
TimeScale Financial
Massachusetts
$23K +$132 +3 +0.5%
BWM
1900
Baystate Wealth Management
Massachusetts
$22K +$132 +3 +0.5%

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.