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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
IF
2176
Integrity Financial
Wyoming
-$202K -4,160 Closed
RCA
2177
Resonant Capital Advisors
Wisconsin
-$202K -4,152 Closed
NCMW
2178
Northern Capital Management (Washington)
Washington
-$201K -4,143 Closed
MAG
2179
Mokosak Advisory Group
Iowa
-$200K -4,106 Closed
BFC
2180
Bedel Financial Consulting
Indiana
-$195K -4,020 Closed
ADL
2181
Asset Dedication LLC
California
-$159K -3,231 Closed
FAG
2182
Fortitude Advisory Group
Washington
-$150K -3,090 Closed
CIR
2183
Clear Investment Research
Georgia
-$132K -2,734 Closed
SFO
2184
Standard Family Office
South Dakota
-$99K -2,035 Closed
FFA
2185
Freedman Financial Associates
Massachusetts
-$81K -1,664 Closed
PAG
2186
Paladin Advisory Group
Iowa
-$69.2K -1,578 Closed
FAM
2187
Fred Alger Management
New York
-$60K -1,244 Closed
T
2188
TCWP
Ohio
-$55K -1,144 Closed
SPWM
2189
Spartan Planning & Wealth Management
North Carolina
-$52K -1,080 Closed
LAS
2190
Lloyd Advisory Services
Georgia
-$41K -845 Closed
GAM
2191
Gemmer Asset Management
California
-$36K -763 Closed
LWMNY
2192
Landmark Wealth Management (New York)
New York
-$400 -400 Closed
CI
2193
Carroll Investors
South Carolina
-$17K -363 Closed
DAM
2194
Davis Asset Management
California
-$17.2M -355 Closed
HA
2195
Herold Advisors
New York
-$17K -350 Closed
CCS
2196
Crosspoint Capital Strategies
California
-$16K -340 Closed
CI
2197
Cordant Inc
Oregon
-$13K -276 Closed
MSFP
2198
Mark Sheptoff Financial Planning
Connecticut
-$13K -276 Closed
MIM
2199
Macroview Investment Management
Maryland
-$13K -261 Closed
DWA
2200
Delos Wealth Advisors
Texas
-$12K -250 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.