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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
MW
2076
MBL Wealth
North Carolina
-$377K -7,785 Closed
DCM
2077
Deuterium Capital Management
Florida
-$377K -7,783 Closed
UFA
2078
US Financial Advisors
Massachusetts
-$362K -7,461 Closed
SVCP
2079
Silicon Valley Capital Partners
California
-$361K -7,444 Closed
LB
2080
Leo Brokerage
Texas
-$356K -7,333 Closed
JHP
2081
James Hambro & Partners
United Kingdom
-$346K -7,129 Closed
TA
2082
Tiedemann Advisors
New York
-$343K -7,074 Closed
EAM
2083
Evanson Asset Management
California
-$340K -7,016 Closed
ACM
2084
Adalta Capital Management
New York
-$339K -7,000 Closed
HCM
2085
Hollencrest Capital Management
California
-$336K -6,937 Closed
SEA
2086
Stegent Equity Advisors
Texas
-$328K -6,760 Closed
AGM
2087
Alpine Global Management
New York
-$310 -6,406 Closed
CA
2088
Calton & Associates
Florida
-$302K -6,235 Closed
DU
2089
Delphia (USA)
Ontario, Canada
-$297K -6,137 Closed
GG
2090
Greenwood Gearhart
Arkansas
-$297K -6,128 Closed
GCP
2091
GSA Capital Partners
United Kingdom
-$296K -6,106 Closed
FA
2092
Faithward Advisors
Pennsylvania
-$287K -5,932 Closed
CWP
2093
Curated Wealth Partners
California
-$272K -5,640 Closed
EWM
2094
Empirical Wealth Management
Washington
-$273K -5,636 Closed
MPW
2095
Monterey Private Wealth
California
-$275K -5,482 Closed
HPC
2096
Hobart Private Capital
North Carolina
-$266K -5,481 Closed
PC
2097
Pecaut & Co
Iowa
-$262K -5,400 Closed
SIC
2098
Samalin Investment Counsel
New York
-$262K -5,399 Closed
OWA
2099
Octavia Wealth Advisors
Ohio
-$254K -5,249 Closed
BFA
2100
Bill Few Associates
Pennsylvania
-$251K -5,175 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.