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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
TWM
2051
TriaGen Wealth Management
California
-$674K -13,903 Closed
Jacobs Levy Equity Management
2052
Jacobs Levy Equity Management
New Jersey
-$660K -13,623 Closed
CG
2053
Corundum Group
Colorado
-$655K -13,520 Closed
BC
2054
Bridgefront Capital
Texas
-$642K -13,244 Closed
FRM
2055
Fox Run Management
Connecticut
-$642K -13,244 Closed
BIP
2056
Blueprint Investment Partners
North Carolina
-$633K -13,071 Closed
HMS
2057
Hanseatic Management Services
New Mexico
-$604K -12,471 Closed
BOPW
2058
Brandywine Oak Private Wealth
Pennsylvania
-$596K -12,315 Closed
QT
2059
Quantamental Technologies
New York
-$557K -11,495 Closed
NFC
2060
Northeast Financial Consultants
Connecticut
-$557K -11,491 Closed
MWM
2061
MorganRosel Wealth Management
Colorado
-$554K -11,429 Closed
FMC
2062
First Merchants Corp
Indiana
-$533K -11,000 Closed
BCM
2063
BlueCrest Capital Management
Jersey
-$527K -10,880 Closed
WWM
2064
Windsor Wealth Management
Indiana
-$513K -10,519 Closed
PM
2065
Parametrica Management
Hong Kong
-$492K -10,163 Closed
MFS
2066
Monetta Financial Services
Illinois
-$485K -10,000 Closed
AGP
2067
Autumn Glory Partners
Texas
-$460K -9,500 Closed
WVP
2068
Worth Venture Partners
New Jersey
-$458K -9,459 Closed
IA
2069
IFG Advisory
Georgia
-$443K -9,158 Closed
OFS
2070
OneAscent Financial Services
Alabama
-$436K -8,998 Closed
WPW
2071
Warther Private Wealth
Ohio
-$423K -8,677 Closed
MC
2072
Machina Capital
France
-$406K -8,388 Closed
GIM
2073
Greylin Investment Management
Virginia
-$402K -8,295 Closed
OL
2074
Optas LLC
Texas
-$401K -8,294 Closed
KJHP
2075
K.J. Harrison & Partners
Ontario, Canada
-$381K -7,863 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.