We are live on ! Find out more
WFC icon

Wells Fargo
WFC

1,482 hedge funds and large institutions have $167B invested in Wells Fargo in 2013 Q2 according to their latest regulatory filings, with 1,482 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

76.4% more ownership

Funds ownership: 0% → 76.4% (+76%)

24% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.64B

Holders
1,482
Holders Change
+1,482
Holders Change %
–
% of All Funds
48.35%
Holding in Top 10
296
Holding in Top 10 Change
+296
Holding in Top 10 Change %
% of All Funds
9.66%
New
1,482
Increased
–
Reduced
–
Closed
–
Calls
$1.25B
Puts
$1.64B
Net Calls
-$394M
Net Calls Change
-$394M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1226
Edge Wealth Management
New York
$512K +$481K +12,344 New
HH
1227
Hilltop Holdings
Texas
$505K +$476K +12,226 New
JIC
1228
Joel Isaacson & Co
New York
$501K +$473K +12,131 New
PFBT
1229
Parkside Financial Bank & Trust
Missouri
$495K +$467K +11,974 New
MPMG
1230
Minneapolis Portfolio Management Group
Minnesota
$494K +$466K +11,970 New
SCM
1231
Southport Capital Management
Tennessee
$494K +$467K +11,977 New
M
1232
MOTCO
Texas
$493K +$465K +11,940 New
OPTFSNA
1233
Old Point Trust & Financial Services N A
Virginia
$492K +$465K +11,925 New
CP
1234
Camelot Portfolios
Ohio
$490K +$463K +11,885 New
FC
1235
FIC Capital
New York
$485K +$458K +11,759 New
PFS
1236
Prospera Financial Services
Texas
$484K +$456K +11,694 New
AB
1237
AT Bancorp
Iowa
$482K +$456K +11,693 New
FMWA
1238
Forvis Mazars Wealth Advisors
Missouri
$481K +$454K +11,651 New
MCM
1239
Matarin Capital Management
New York
$477K +$450K +11,555 New
DAC
1240
Dividend Assets Capital
South Carolina
$470K +$444K +11,390 New
CK
1241
Carnick & Kubik
Colorado
$468K +$441K +11,329 New
SAM
1242
SignalPoint Asset Management
Missouri
$467K +$441K +11,316 New
YIA
1243
YHB Investment Advisors
Connecticut
$464K +$439K +11,254 New
HR
1244
Howe & Rusling
New York
$463K +$437K +11,214 New
IIM
1245
Ipswich Investment Management
Massachusetts
$463K +$437K +11,215 New
OCM
1246
Osterweis Capital Management
California
$462K +$436K +11,178 New
FCIM
1247
Fairview Capital Investment Management
California
$462K +$436K +11,186 New
PHS
1248
Pekin Hardy Strauss
Illinois
$461K +$436K +11,178 New
AF
1249
Allworth Financial
California
$460K +$435K +11,154 New
AB
1250
Atlas Brown
Kentucky
$457K +$432K +11,082 New
48 49
50
51 52

WFC Hedge Fund Activity: Q2 2013 in Review

1,482 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2013, worth a combined $167B.

Buyers outnumbered sellers: 1,482 funds opened new WFC positions and 0 closed out — a net gain of 1,482 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,482 institutional investors held Wells Fargo (WFC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $167B of Wells Fargo stock for Q2 2013.
  • 1,482 funds opened new Wells Fargo positions in Q2 2013 and 0 closed out, a net change of +1,482 holders.

Based on aggregated 13F filings for Q2 2013.