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
HFM
801
Hartford Financial Management
Connecticut
$2.53M +$27.5K +587 +1%
GEM
802
Global Endowment Management
North Carolina
$2.5M -$2.74M -58,520 -53%
CSS
803
Cubist Systematic Strategies
Connecticut
$2.5M +$428K +9,162 +21%
LWAC
804
Laurel Wealth Advisors (California)
California
$2.49M +$626K +13,378 +34%
JIC
805
Joel Isaacson & Co
New York
$2.49M -$651K -13,929 -21%
CF
806
CNA Financial
Illinois
$2.48M +$482K +10,316 +24%
BBA
807
BLB&B Advisors
Pennsylvania
$2.48M -$171K -3,661 -7%
Lido Advisors
808
Lido Advisors
California
$2.47M -$804K -17,197 -25%
BA
809
Boston Advisors
Massachusetts
$2.45M -$2.92M -62,436 -55%
KLCM
810
KG&L Capital Management
Louisiana
$2.45M +$522K +11,162 +28%
QI
811
Quilter Investors
United Kingdom
$2.43M -$2.67M -57,000 -53%
QF
812
QVT Financial
New York
$2.42M
PVH
813
Psagot Value Holdings
Israel
$2.42M -$63.1K -1,350 -3%
SCI
814
Stableford Capital II
Arizona
$2.42M -$176K -3,753 -7%
VSWA
815
Vontobel Swiss Wealth Advisors
Switzerland
$2.41M +$2.38M +50,975 New
NAM
816
NorthCoast Asset Management
Connecticut
$2.4M +$1.02M +21,814 +76%
BBWA
817
Bell & Brown Wealth Advisors
California
$2.4M +$8.23K +176 +0.3%
RG
818
Rathbones Group
United Kingdom
$2.39M -$94.5K -2,020 -4%
SGCA
819
Steel Grove Capital Advisors
Tennessee
$2.38M
SPC
820
Sigma Planning Corp
Michigan
$2.37M +$543K +11,621 +30%
IR
821
IAT Reinsurance
New York
$2.37M
HB
822
Homrich & Berg
Georgia
$2.33M +$132K +2,832 +6%
Kovitz Investment Group Partners
823
Kovitz Investment Group Partners
Illinois
$2.33M -$235K -5,018 -9%
VFM
824
Viking Fund Management
North Dakota
$2.32M +$982K +21,000 +75%
WKWM
825
Walter & Keenan Wealth Management
Indiana
$2.32M -$171K -3,662 -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.