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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
CPM
2026
Connective Portfolio Management
New York
-$1.58M -32,175 Closed
SLWA
2027
San Luis Wealth Advisors
California
-$1.53M -31,923 Closed
EAM
2028
Erste Asset Management
Austria
-$1.36M -31,037 Closed
OQS
2029
Occudo Quantitative Strategies
Florida
-$1.5M -30,890 Closed
WIS
2030
Wright Investors Service
Connecticut
-$1.4M -28,904 Closed
ADIM
2031
Alpha DNA Investment Management
Maryland
-$1.33M -27,491 Closed
QTM
2032
qPULA Trading Management
New York
-$1.3M -26,776 Closed
VCM
2033
Virtue Capital Management
Tennessee
-$1.26M -25,908 Closed
HJMC
2034
Hellman Jordan Management Company
Massachusetts
-$1.16M -23,900 Closed
GCM
2035
Graham Capital Management
Connecticut
-$1.06M -21,796 Closed
TW
2036
TrinityPoint Wealth
Connecticut
-$1.02M -21,044 Closed
AWMT
2037
AAFMAA Wealth Management & Trust
North Carolina
-$995K -20,533 Closed
QAM
2038
Q3 Asset Management
Michigan
-$966K -19,995 Closed
EP
2039
Edgestream Partners
New Jersey
-$968K -19,977 Closed
QC
2040
Quadrature Capital
United Kingdom
-$876K -18,076 Closed
SG
2041
Swarthmore Group
Pennsylvania
-$865K -17,841 Closed
RG
2042
Rathbones Group
United Kingdom
-$851K -17,570 Closed
FI
2043
Fractal Investments
Connecticut
-$770K -15,887 Closed
LNWTC
2044
Laird Norton Wetherby Trust Company
Washington
-$764K -15,768 Closed
AII
2045
AGF Investments Inc
Ontario, Canada
-$757K -15,616 Closed
HAM
2046
HoldCo Asset Management
Florida
-$748K -15,439 Closed
FSA
2047
Financial Sense Advisors
California
-$748K -15,430 Closed
IWP
2048
Icon Wealth Partners
Texas
-$723K -14,923 Closed
CCWA
2049
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$714K -14,735 Closed
IWA
2050
IBEX Wealth Advisors
New Jersey
-$682K -14,071 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.