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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
FWTB
2151
First Western Trust Bank
Colorado
-$191K -4,356 Closed
BONST
2152
Bank of Nova Scotia Trust
Ontario, Canada
-$211K -4,353 Closed
CPWMP
2153
Cardinal Point Wealth Management Partners
California
-$211K -4,347 Closed
BEW
2154
Burton Enright Welch
California
-$211K -4,344 Closed
WCA
2155
Waypoint Capital Advisors
Minnesota
-$209K -4,321 Closed
SFG
2156
StrategIQ Financial Group
Indiana
-$208K -4,297 Closed
MCP
2157
Mirador Capital Partners
California
-$208K -4,295 Closed
SMH
2158
Sanders Morris Harris
Texas
-$208K -4,289 Closed
HT
2159
Heritage Trust
Oklahoma
-$208K -4,285 Closed
FA
2160
Fermata Advisors
California
-$208K -4,282 Closed
HWMG
2161
Hurlow Wealth Management Group
Indiana
-$207K -4,280 Closed
MM
2162
MQS Management
New York
-$207K -4,280 Closed
PP
2163
PDS Planning
Ohio
-$207K -4,267 Closed
GW
2164
GW & Wade
Massachusetts
-$206K -4,256 Closed
SCG
2165
Sonata Capital Group
Washington
-$206K -4,250 Closed
CWM
2166
Cordatus Wealth Management
Pennsylvania
-$206K -4,248 Closed
MFA
2167
Mayflower Financial Advisors
Massachusetts
-$206K -4,245 Closed
APG
2168
Abacus Planning Group
South Carolina
-$205K -4,235 Closed
FAB
2169
First American Bank
Illinois
-$205K -4,235 Closed
IIC
2170
Integrated Investment Consultants
Michigan
-$205K -4,234 Closed
SWM
2171
Segment Wealth Management
Texas
-$205K -4,231 Closed
MWM
2172
MinichMacGregor Wealth Management
New York
-$204K -4,227 Closed
AMC
2173
Asset Management Corp
Illinois
-$204K -4,212 Closed
GAM
2174
Gould Asset Management
California
-$204K -4,212 Closed
PAM
2175
Premier Asset Management
Illinois
-$204K -4,202 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.