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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
UBV
2126
United Bank (Virginia)
Virginia
-$234K -4,819 Closed
AAS
2127
Annex Advisory Services
Wisconsin
-$233K -4,816 Closed
ACM
2128
Alta Capital Management
Utah
-$232K -4,801 Closed
SIC
2129
Sigma Investment Counselors
Michigan
-$231K -4,765 Closed
BCM
2130
Buckhead Capital Management
Georgia
-$230K -4,750 Closed
PCMN
2131
Paradigm Capital Management (Nevada)
Nevada
-$228K -4,707 Closed
VDI
2132
Vaughan David Investments
Illinois
-$228K -4,706 Closed
SA
2133
Strategic Advisors
New York
-$227K -4,700 Closed
RIM
2134
Reliant Investment Management
Tennessee
-$227K -4,691 Closed
W
2135
Wealthquest
Ohio
-$224K -4,678 Closed
SAMT
2136
Select Asset Management & Trust
Pennsylvania
-$226K -4,661 Closed
KFC
2137
Klingenstein Fields & Co
New York
-$226K -4,659 Closed
SQA
2138
Simon Quick Advisors
New Jersey
-$225K -4,638 Closed
CTI
2139
Community Trust & Investment
Kentucky
-$224K -4,619 Closed
FPIS
2140
Financial Planning & Information Services
Wisconsin
-$222K -4,590 Closed
VFP
2141
Verus Financial Partners
Virginia
-$222K -4,589 Closed
AWC
2142
Adamsbrown Wealth Consultants
Kansas
-$222K -4,583 Closed
LF
2143
LifeSteps Financial
California
-$222K -4,572 Closed
PSP
2144
Principal Street Partners
Tennessee
-$220K -4,546 Closed
ZF
2145
Zhang Financial
Michigan
-$218K -4,503 Closed
AA
2146
Apriem Advisors
California
-$218K -4,500 Closed
ML
2147
McAdam LLC
Pennsylvania
-$217K -4,482 Closed
WAAG
2148
Wealth Alliance Advisory Group
Kansas
-$215K -4,433 Closed
RA
2149
Riversedge Advisors
Delaware
-$214K -4,411 Closed
FW
2150
FirstPurpose Wealth
Utah
-$212K -4,376 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.