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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
HAS
2101
HBW Advisory Services
California
-$250K -5,161 Closed
NDSI
2102
Newman Dignan & Sheerar Inc
Rhode Island
-$250 -5,141 Closed
WJA
2103
Willis Johnson & Associates
Texas
-$249K -5,136 Closed
AMBIA
2104
Allen Mooney & Barnes Investment Advisors
Georgia
-$248K -5,122 Closed
BHWM
2105
Bar Harbor Wealth Management
New Hampshire
-$247K -5,108 Closed
CCM
2106
CTC Capital Management
Illinois
-$247K -5,100 Closed
NWM
2107
Northcape Wealth Management
New York
-$246K -5,084 Closed
DC
2108
Defender Capital
North Carolina
-$246K -5,074 Closed
BWA
2109
Burt Wealth Advisors
Maryland
-$246K -5,070 Closed
WEG
2110
World Equity Group
Illinois
-$244K -5,030 Closed
PCA
2111
Pallas Capital Advisors
Massachusetts
-$232K -5,013 Closed
LW
2112
Linscomb Wealth
Texas
-$242K -5,005 Closed
MC
2113
Middleton & Co
Massachusetts
-$243K -5,005 Closed
MJP
2114
Michael J. Puzo
-$242K -5,000 Closed
QFA
2115
Quattro Financial Advisors
Texas
-$242K -5,000 Closed
WAS
2116
Wealth Advisory Solutions
Indiana
-$242K -4,992 Closed
HKIM
2117
Hayek Kallen Investment Management
Alabama
-$242K -4,985 Closed
FHC
2118
First Heartland Consultants
Missouri
-$241K -4,983 Closed
MIA
2119
MMBG Investment Advisors
Florida
-$241K -4,980 Closed
LRIA
2120
Leonard Rickey Investment Advisors
Washington
-$239K -4,938 Closed
SSWM
2121
Smith Salley Wealth Management
North Carolina
-$239K -4,938 Closed
CWM
2122
Chesapeake Wealth Management
Virginia
-$239K -4,928 Closed
NICM
2123
Neo Ivy Capital Management
New York
-$238K -4,918 Closed
LWM
2124
Laidlaw Wealth Management
New York
-$237K -4,885 Closed
TWP
2125
Tempus Wealth Planning
California
-$236K -4,873 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.