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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.6B +$10.8M +245,106 +0.1%
BlackRock
2
BlackRock
New York
$10.4B -$404M -9,214,963 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.01B -$168M -3,818,345 -2%
State Street
4
State Street
Massachusetts
$6.31B -$687M -15,665,959 -9%
Dodge & Cox
5
Dodge & Cox
California
$4.83B -$24.8M -566,224 -0.5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.42B +$726M +16,552,773 +23%
JP Morgan Chase
7
JP Morgan Chase
New York
$3.39B +$764M +17,416,769 +25%
Capital World Investors
8
Capital World Investors
California
$2.74B +$706M +16,097,159 +30%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.6B +$76.5M +1,744,359 +3%
Primecap Management
10
Primecap Management
California
$1.91B -$22.1M -504,645 -1%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$1.89B
Invesco
12
Invesco
Georgia
$1.75B -$1.52M -34,610 -0.1%
Norges Bank
13
Norges Bank
Norway
$1.69B +$469M +10,682,773 +33%
Ameriprise
14
Ameriprise
Minnesota
$1.54B +$819M +18,653,243 +90%
Northern Trust
15
Northern Trust
Illinois
$1.54B -$79.4M -1,810,433 -4%
DSA
16
Davis Selected Advisers
Arizona
$1.28B -$58.3M -1,327,986 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.21B -$58.2M -1,325,264 -4%
N
18
Nuveen
North Carolina
$1.19B -$184M -4,201,856 -12%
AllianceBernstein
19
AllianceBernstein
Tennessee
$1.17B +$125M +2,850,102 +11%
Morgan Stanley
20
Morgan Stanley
New York
$1.02B +$338M +7,702,541 +42%
Bank of America
21
Bank of America
North Carolina
$970M +$212M +4,841,937 +24%
Sanders Capital
22
Sanders Capital
Florida
$965M +$3.71M +84,490 +0.3%
Legal & General Group
23
Legal & General Group
United Kingdom
$902M -$1.92M -43,832 -0.2%
Charles Schwab
24
Charles Schwab
California
$845M -$14.2M -324,629 -1%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$818M -$1.57M -35,827 -0.2%

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.