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
FSCM
901
Front Street Capital Management
Montana
$1.83M -$3.18K -68 -0.2%
BG
902
Bollard Group
Massachusetts
$1.83M +$10.2K +219 +0.6%
DSC
903
Duncker Streett & Co
Missouri
$1.82M -$93.7K -2,003 -5%
BHWM
904
Bar Harbor Wealth Management
New Hampshire
$1.81M -$53.4K -1,142 -3%
WTB
905
Washington Trust Bank
Washington
$1.81M -$18.3K -392 -1%
CGT
906
Capital Guardian Trust
California
$1.8M -$874K -18,689 -33%
MCM
907
Monarch Capital Management
Indiana
$1.8M -$74.8K -1,600 -4%
TPWA
908
TRUE Private Wealth Advisors
Oregon
$1.79M -$89.8K -1,920 -5%
MIM
909
Miller Investment Management
Pennsylvania
$1.79M
NCM
910
Northwest Capital Management
Oregon
$1.78M -$24.1K -516 -1%
MTIM
911
Marathon Trading Investment Management
Pennsylvania
$1.78M +$1.29M +27,500 +270%
CAM
912
Cresset Asset Management
Illinois
$1.78M +$588K +12,568 +50%
ACM
913
Adalta Capital Management
New York
$1.77M +$297K +6,350 +20%
OA
914
Oxbow Advisors
Texas
$1.77M +$130K +2,787 +8%
GCC
915
Guardian Capital (Canada)
Ontario, Canada
$1.76M
SCM
916
Sterneck Capital Management
Missouri
$1.76M -$2.76K -59 -0.2%
CCT
917
Country Club Trust
Missouri
$1.76M +$83.8K +1,792 +5%
EWM
918
Edge Wealth Management
New York
$1.74M +$518K +11,083 +43%
SAM
919
Sequent Asset Management
Texas
$1.74M -$113K -2,420 -6%
BRWA
920
B. Riley Wealth Advisors
Florida
$1.73M +$137K +2,920 +9%
HCP
921
Holt Capital Partners
Texas
$1.73M +$7.2K +154 +0.4%
GT
922
Greenleaf Trust
Michigan
$1.73M -$407K -8,699 -19%
PAM
923
PVG Asset Management
Colorado
$1.71M +$638K +13,641 +60%
FNB
924
Farmers National Bank
Kentucky
$1.71M +$112K +2,397 +7%
IC
925
Intersect Capital
California
$1.71M +$6.22K +133 +0.4%

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.