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
PCM
526
Palouse Capital Management
Washington
$7.12M -$124K -2,640 -2%
BSW
527
Buckingham Strategic Wealth
Missouri
$7.11M -$97.1K -2,061 -1%
EDRH
528
Edmond de Rothschild Holding
Switzerland
$7.11M -$54.2K -1,150 -0.8%
FG
529
Fiduciary Group
Georgia
$7.09M +$381K +8,080 +6%
IPGDR
530
Investidor Profissional Gestao de Recursos
Brazil
$7.08M +$6.61M +140,261 New
UAM
531
UAS Asset Management
New York
$6.88M +$6.43M +136,480 New
PPCM
532
Pillar Pacific Capital Management
California
$6.84M -$14.4K -305 -0.2%
ECM
533
Estabrook Capital Management
New York
$6.83M +$739K +15,691 +13%
BOS
534
Bingham Osborn & Scarborough
California
$6.79M -$19.4K -412 -0.3%
CMTU
535
Capital Markets Trading (UK)
United Kingdom
$6.72M +$2.36M +50,013 +60%
BC
536
Burleson & Co
California
$6.65M -$2.45K -52 -0%
SBH
537
Segall Bryant & Hamill
Illinois
$6.63M -$589K -12,511 -9%
WTC
538
WhitTier Trust Company
Nevada
$6.62M -$644K -13,678 -9%
BFG
539
Beacon Financial Group
Texas
$6.6M -$106K -2,258 -2%
FG
540
FSI Group
Ohio
$6.59M -$1.45M -30,687 -19%
SFS
541
Sowell Financial Services
Arkansas
$6.57M +$6.14M +130,259 New
PI
542
PGGM Investments
Netherlands
$6.56M
SLI
543
Sumitomo Life Insurance
Japan
$6.54M -$780K -16,562 -11%
MERSOM
544
Municipal Employees' Retirement System of Michigan
Michigan
$6.49M
SS
545
Sunbelt Securities
Texas
$6.46M +$4.95M +105,082 +459%
CCA
546
Cobblestone Capital Advisors
New York
$6.31M +$5.14M +109,093 +680%
SM
547
Soapstone Management
Maryland
$6.3M -$9.42M -200,000 -62%
OC
548
Oppenheimer & Co
New York
$6.27M +$171K +3,628 +3%
CI
549
Cigna Investments
Connecticut
$6.19M +$191K +4,046 +3%
LA
550
Lynch & Associates
Indiana
$6.18M +$263K +5,578 +5%

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.