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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
AFG
1976
Albion Financial Group
Utah
$3K
DAL
1977
Delta Accumulation LLC
California
$3K
RBC
1978
Roble Belko & Company
Pennsylvania
$3K
VRM
1979
Vectors Research Management
New York
$3K +$2.63K +60 +240%
FGAM
1980
Financial Gravity Asset Management
Texas
$2.9K -$7.11K -162 -19%
WA
1981
WestEnd Advisors
North Carolina
$2.15K +$2.41K +55 New
IIL
1982
Insight Inv LLC
California
$2K
SJIM
1983
St. Johns Investment Management
Florida
$2K
MS
1984
Marshall & Sullivan
Washington
$2K +$2.46K +56 New
UFF
1985
USA Financial Formulas
Michigan
$1K -$696K -15,869 -100%
FIA
1986
FNY Investment Advisers
New York
$1K -$22K -501 -93%
CCM
1987
Cribstone Capital Management
Maine
$1K
EC
1988
Elequin Capital
New York
$1K +$132 +3 +30%
BRWM
1989
B. Riley Wealth Management
Tennessee
$807 -$38.6K -879 -4%
IAIM
1990
International Assets Investment Management
Florida
$630 +$56.2K +1,280 +9%
ONST
1991
Old North State Trust
North Carolina
$386
HT
1992
HighTower Trust
Texas
$360 +$169K +3,843 +39%
RDIA
1993
RE Dickinson Investment Advisors
Iowa
$20
WIM
1994
Westside Investment Management
California
$11
SC
1995
Samlyn Capital
New York
-$62.2M -1,283,179 Closed
HF
1996
HRT Financial
New York
-$47.7M -984,534 Closed
FAF
1997
Fjarde Ap-fonden
Sweden
-$46.7M -962,958 Closed
JAM
1998
Jupiter Asset Management
United Kingdom
-$42.4M -874,480 Closed
O
1999
Ossiam
France
-$33.9M -700,000 Closed
MSL
2000
Mackay Shields LLC
New York
-$27.1M -558,491 Closed

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.