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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
TFP
1926
Tilia Fiduciary Partners
North Carolina
$15K
AIP
1927
Ahrens Investment Partners
Louisiana
$15K +$44 +1 +0.3%
HF
1928
Halpern Financial
Virginia
$14.4K
RWML
1929
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$14.3K
MS
1930
Mizuho Securities
Japan
$14K -$41.7K -951 -77%
MIM
1931
Meridiem Investment Management
United Kingdom
$14K
NOI
1932
Newton One Investments
Delaware
$14K
SCA
1933
Stuart Chaussee & Associates
California
$14K
TCWM
1934
Total Clarity Wealth Management
Illinois
$14K +$15.3K +349 New
SC
1935
Stephens Consulting
Michigan
$13.9K
AFIA
1936
America First Investment Advisors
Nebraska
$13K
TWP
1937
TFO Wealth Partners
Ohio
$13K +$14.6K +332 New
PP
1938
PFS Partners
New Jersey
$12.2K
TFM
1939
TFC Financial Management
Massachusetts
$12K
SIAP
1940
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K +$88 +2 +0.7%
COCM
1941
Charter Oak Capital Management
New Hampshire
$11K
CWM
1942
Cedar Wealth Management
California
$10K
NF
1943
Norwood Financial
Pennsylvania
$10K
CMP
1944
Coston McIsaac & Partners
Maine
$10K +$11.2K +255 New
HFS
1945
Heritage Financial Services
Massachusetts
$10K +$11.7K +266 New
BHWM
1946
Beaird Harris Wealth Management
Texas
$9K -$19.6K -446 -66%
TFGT
1947
TS Financial Group (TSFG)
Illinois
$9K -$702 -16 -7%
KA
1948
Kozak & Associates
Colorado
$9K +$2.24K +51 +30%
CM
1949
Cornerstone Management
Georgia
$8.62K
FNBOSM
1950
First National Bank of South Miami
Florida
$8K

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.