We are live on ! Find out more
WFC icon

Wells Fargo

2,015 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 742 increasing their positions, 889 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $162B → $166B (+$3.96B)

0.69% more ownership

Funds ownership: 75.14%75.83% (+0.69%)

0% more funds holding

Funds holding: 2,0062,015 (+9)

12% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 142119 (-23)

17% less repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 889

Holders
2,015
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
43.61%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
742
Reduced
889
Closed
105
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
801
Global Retirement Partners
California
$2.83M +$18.4K +374 +0.6%
ACM
802
Argyle Capital Management
Pennsylvania
$2.83M
BOTW
803
Bank of the West
California
$2.8M -$3.54M -72,040 -55%
BAM
804
Blueshift Asset Management
New Jersey
$2.78M -$1.38M -27,977 -33%
Fiera Capital (Canada)
805
Fiera Capital (Canada)
Quebec, Canada
$2.78M +$16.4K +333 +0.6%
CGT
806
Capital Guardian Trust
California
$2.75M -$49.9M -1,013,919 -95%
ECM
807
ETrade Capital Management
Virginia
$2.74M +$140K +2,841 +5%
Walleye Trading
808
Walleye Trading
New York
$2.74M -$3.12M -63,442 -53%
RC
809
RegentAtlantic Capital
New Jersey
$2.74M -$140K -2,839 -5%
MWM
810
Mission Wealth Management
California
$2.73M +$76.7K +1,559 +3%
FPB
811
First PREMIER Bank
South Dakota
$2.72M +$69.6K +1,416 +3%
BBA
812
BLB&B Advisors
Pennsylvania
$2.71M +$593K +12,052 +27%
VAS
813
Vestmark Advisory Solutions
Massachusetts
$2.71M +$2.76M +56,039 New
DCM
814
Dupont Capital Management
Delaware
$2.7M -$182K -3,702 -6%
ADEF
815
Adams Diversified Equity Fund
Maryland
$2.67M
ASA
816
Armstrong Shaw Associates
Connecticut
$2.67M -$32.9K -669 -1%
GIM
817
Goelzer Investment Management
Indiana
$2.67M +$2.71M +55,149 New
H
818
HoyleCohen
California
$2.66M +$521K +10,588 +24%
MG
819
Markel Group
Virginia
$2.66M
SCI
820
Stableford Capital II
Arizona
$2.65M +$84.5K +1,718 +3%
FCH
821
Freestone Capital Holdings
Washington
$2.64M -$279K -5,670 -9%
CIA
822
Choate Investment Advisors
Massachusetts
$2.63M +$436K +8,863 +19%
PA
823
Parallel Advisors
California
$2.63M +$619K +12,578 +30%
SCM
824
Silvant Capital Management
Georgia
$2.63M -$14K -284 -0.5%
FFA
825
Fragasso Financial Advisors
Pennsylvania
$2.63M +$940K +19,106 +54%

WFC Hedge Fund Activity: Q1 2019 in Review

2,015 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2019, worth a combined $166B — up 2.4% from $162B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WFC positions and 105 closed out — a net gain of 34 holders — while 742 added to existing stakes and 889 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $1.36B.

  • 2,015 institutional investors held Wells Fargo (WFC) as of Q1 2019, up from 2,006 in Q4 2018.
  • Funds reported $166B of Wells Fargo stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 139 funds opened new Wells Fargo positions in Q1 2019 and 105 closed out, a net change of +34 holders.
  • The largest Wells Fargo buyer in Q1 2019 was First Eagle Investment Management, an estimated $408M added.
  • The largest Wells Fargo seller in Q1 2019 was Capital International Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.