We are live on ! Find out more
WFC icon

Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
401
Quantitative Investment Management
Virginia
$14.1M -$343K -7,281 -3%
WSFS
402
Wilmington Savings Fund Society
Delaware
$14.1M -$21.2K -450 -0.2%
ACH
403
ArrowMark Colorado Holdings
Colorado
$14.1M +$5.83M +123,800 +80%
DADC
404
D.A. Davidson & Co
Montana
$13.8M +$386K +8,196 +3%
V
405
Veritable
Delaware
$13.8M +$723K +15,353 +6%
MME
406
Meag Munich Ergo
Germany
$13.5M +$4.97M +105,491 +65%
SPC
407
Stewart & Patten Company
California
$13.5M +$124K +2,630 +1%
MIFH
408
Migdal Insurance & Financial Holdings
Israel
$13.3M +$165K +3,496 +1%
SEC
409
Seven Eight Capital
New York
$13M +$12.2M +258,372 New
AF
410
Ally Financial
Michigan
$13M +$2.26M +48,000 +23%
COPPSERS
411
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13M +$917K +19,469 +8%
RJT
412
Raymond James Trust
Florida
$12.9M +$50K +1,062 +0.4%
CFB
413
Cullen/Frost Bankers
Texas
$12.9M +$961K +20,400 +9%
ABTD
414
Arvest Bank Trust Division
Oklahoma
$12.9M -$342K -7,262 -3%
AP
415
Archon Partners
New Jersey
$12.9M +$155K +3,300 +1%
UFG
416
United Fire Group
Iowa
$12.9M
TIP
417
Torray Investment Partners
Maryland
$12.9M +$10.6K +225 +0.1%
SIM
418
Sentry Investment Management
Wisconsin
$12.8M
WIM
419
Wittenberg Investment Management
Massachusetts
$12.7M +$1.82M +38,728 +18%
Parallax Volatility Advisers
420
Parallax Volatility Advisers
California
$12.6M -$12M -255,694 -51%
CA
421
Commerzbank Aktiengesellschaft
Germany
$12.6M -$59.5K -1,263 -0.5%
KCM
422
Kornitzer Capital Management
Kansas
$12.4M +$3.39M +72,058 +42%
WP
423
WealthSource Partners
California
$12.4M +$1.86M +39,538 +19%
SAM
424
SP Asset Management
California
$12.4M +$719K +15,269 +7%
BF
425
BOK Financial
Oklahoma
$12.3M +$1.72M +36,486 +18%

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.