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
SC
1951
Siena Capital
Ohio
$8K
GG
1952
Gleason Group
Kentucky
$8K +$44 +1 +0.5%
SC
1953
Schubert & Co
Texas
$8K +$3.47K +79 +66%
CHC
1954
City Holding Co
West Virginia
$7K -$117K -2,660 -93%
BA
1955
Bivin & Associates
Oklahoma
$7K
PGAM
1956
Princeton Global Asset Management
New Jersey
$7K +$44 +1 +0.5%
OLVIG
1957
Oliver Lagore Vanvalin Investment Group
Michigan
$7K +$2.24K +51 +42%
BEI
1958
Benjamin Edwards Inc
Missouri
$6K -$1.62K -37 -19%
CBT
1959
Central Bank & Trust
Kentucky
$6K
GWMIA
1960
Global Wealth Management Investment Advisory
Florida
$6K
LS
1961
Leelyn Smith
Illinois
$6K
TFA
1962
Transamerica Financial Advisors
Florida
$6K +$6.23K +142 New
DI
1963
Disciplined Investments
Oklahoma
$5K -$2.68K -61 -31%
SL
1964
Savior LLC
Massachusetts
$5K
FWA
1965
FSC Wealth Advisors
New York
$5K +$2.85K +65 +96%
YAL
1966
Your Advocates Ltd
Texas
$5K +$3.12K +71 +142%
TFA
1967
Toth Financial Advisory
Virginia
$4K -$23.5K -535 -85%
CT
1968
Clearstead Trust
Maine
$4K -$12.2K -277 -71%
JPLA
1969
Joseph P. Lucia & Associates
New York
$4K -$2.77K -63 -39%
CWA
1970
Carolina Wealth Advisors
South Carolina
$4K
CAM
1971
ClariVest Asset Management
California
$4K
EAM
1972
Eukles Asset Management
Ohio
$4K
FEG
1973
Financial Enhancement Group
Indiana
$4K
SAM
1974
Strategic Asset Management
Minnesota
$4K
M
1975
MOTCO
Texas
$3K -$8.78K -200 -71%

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.