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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
AA
1901
AlphaMark Advisors
Kentucky
$21K -$8.78K -200 -27%
BCPWM
1902
Bradley & Co Private Wealth Management
Florida
$21K
LPWM
1903
Lake Point Wealth Management
Texas
$21K
ETC
1904
Exchange Traded Concepts
Oklahoma
$20K -$4.78M -108,998 -100%
CMA
1905
Cedar Mountain Advisors
Oregon
$20K
GWA
1906
Gibson Wealth Advisors
Texas
$20K
LFA
1907
Level Financial Advisors
New York
$20K +$132 +3 +0.6%
CB
1908
Community Bank
New York
$20K +$21.9K +500 New
BDS
1909
Banco de Sabadell
Florida
$20K +$22.4K +511 New
CWM
1910
Curi Wealth Management
North Carolina
$19K -$51.6K -1,175 -71%
MCC
1911
Money Concepts Capital
Florida
$18K -$250K -5,698 -93%
CAL
1912
Capital Advisors Ltd
Ohio
$18K +$4.21K +96 +26%
BIA
1913
Bell Investment Advisors
California
$18K +$20.1K +459 New
FWM
1914
Focused Wealth Management
New York
$17K -$69.7K -1,589 -78%
VWM
1915
Valley Wealth Managers
New Jersey
$17K +$18.7K +426 New
DMKJ
1916
David M. Knott Jr
$17K +$19.2K +438 New
PCH
1917
Polar Capital Holdings
United Kingdom
$16.8K +$1.87M +42,523 +11%
FMP
1918
Financial Management Professionals
Texas
$16K -$4.78K -109 -21%
CAM
1919
Costello Asset Management
Pennsylvania
$16K
MUMSS
1920
Mitsubishi UFJ Morgan Stanley Securities
Japan
$16K
OCM
1921
Orion Capital Management
California
$16K
PAI
1922
Pittenger & Anderson Inc
Nebraska
$16K
TVWM
1923
Tower View Wealth Management
Wisconsin
$16K
T2I
1924
Turim 21 Investimentos
Brazil
$16K
CFFP
1925
Center for Financial Planning
Michigan
$15K -$307 -7 -2%

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.