We are live on ! Find out more
WFC icon

Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$505M +$64.1M +1,370,766 +15%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$495M +$9.94M +212,618 +2%
PP
53
Prudential plc
United Kingdom
$493M -$28.7M -613,182 -6%
TP
54
Theleme Partners
United Kingdom
$489M
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$474M +$109M +2,335,465 +30%
Pzena Investment Management
56
Pzena Investment Management
New York
$465M +$107M +2,296,184 +31%
Fidelity International
57
Fidelity International
Bermuda
$458M +$113M +2,411,927 +33%
Prudential Financial
58
Prudential Financial
New Jersey
$454M +$100M +2,142,360 +29%
First Eagle Investment Management
59
First Eagle Investment Management
New York
$451M +$58.6M +1,252,005 +15%
ClearBridge Investments
60
ClearBridge Investments
New York
$434M -$90.2M -1,928,374 -17%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$420M +$7.47M +159,839 +2%
BBHC
62
Brown Brothers Harriman & Co
New York
$412M -$9.23M -197,343 -2%
RCWMU
63
Rothschild & Co Wealth Management (UK)
United Kingdom
$398M +$74.5M +1,594,028 +23%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$390M +$83.9M +1,794,595 +28%
EVM
65
Eaton Vance Management
Massachusetts
$385M +$1.41M +30,089 +0.4%
UBS Group
66
UBS Group
Switzerland
$373M -$17.1M -364,930 -4%
CI Investments Inc
67
CI Investments Inc
Ontario, Canada
$366M +$117M +2,507,590 +49%
CSIA
68
Charles Schwab Investment Advisory
California
$365M +$16.2M +347,415 +5%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$361M -$60M -1,282,157 -14%
AQR Capital Management
70
AQR Capital Management
Connecticut
$358M +$242M +5,171,498 +216%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$348M -$6.95M -148,651 -2%
FPA
72
First Pacific Advisors
California
$328M +$19.4M +414,587 +6%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$326M -$7.49M -160,224 -2%
MG
74
Magnolia Group
Nebraska
$323M +$89.3M +1,908,873 +39%
Aberdeen Group
75
Aberdeen Group
United Kingdom
$313M -$23.3M -497,319 -7%

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.