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
Cetera Investment Advisers
1276
Cetera Investment Advisers
Illinois
$684K +$27.8K +595 +4%
SM
1277
Salzhauer Michael
$681K
LCM
1278
Leisure Capital Management
California
$681K +$28.1K +600 +4%
GHAM
1279
Gilman Hill Asset Management
Connecticut
$680K +$75.8K +1,620 +13%
TA
1280
Tiedemann Advisors
New York
$678K -$145K -3,108 -18%
RC
1281
Roundview Capital
New Jersey
$678K -$45.9K -981 -6%
ACM
1282
Allred Capital Management
Texas
$677K -$109K -2,331 -14%
FAIM
1283
Financial Advocates Investment Management
Washington
$674K -$271K -5,803 -29%
RI
1284
Ridgewood Investments
New Jersey
$672K +$664K +14,197 New
ED
1285
Exane Derivatives
France
$671K +$255K +5,450 +62%
FSA
1286
Fort Sheridan Advisors
Illinois
$671K +$25.7K +550 +4%
TTWM
1287
TCV Trust & Wealth Management
Virginia
$668K -$45.4K -970 -6%
FBB
1288
Fulton Breakefield Broenniman
Maryland
$668K +$660K +14,119 New
WWM
1289
Windsor Wealth Management
Indiana
$666K +$16.5K +352 +3%
9WM
1290
9258 Wealth Management
Ohio
$663K +$120K +2,561 +22%
DWA
1291
Divergent Wealth Advisors
Utah
$661K -$4.58K -98 -0.7%
JHCP
1292
Jackson Hole Capital Partners
Oklahoma
$661K +$43.6K +932 +7%
IWC
1293
Integrated Wealth Concepts
Massachusetts
$661K +$213K +4,548 +46%
JCM
1294
Jacobsen Capital Management
Utah
$660K +$653K +13,962 New
BSPF
1295
British Steel Pension Fund
United Kingdom
$659K -$712K -15,232 -52%
SVWAG
1296
Sound View Wealth Advisors Group
Georgia
$659K +$652K +13,934 New
AMIM
1297
Aull & Monroe Investment Management
Alabama
$656K -$9.35K -200 -1%
BFO
1298
Biltmore Family Office
North Carolina
$653K -$71.4K -1,526 -10%
AWM
1299
Aries Wealth Management
Maine
$653K
TAIM
1300
TD Ameritrade Investment Management
Nebraska
$653K +$178K +3,807 +38%

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.