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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
1726
R.M. Davis Inc
Maine
$237K -$17.4K -370 -7%
LC
1727
Loews Corp
New York
$237K +$221K +4,699 New
ACG
1728
Allen Capital Group
Nebraska
$236K
CAM
1729
CenterStar Asset Management
Illinois
$236K
WCWM
1730
Willow Creek Wealth Management
California
$236K
VCP
1731
Vista Capital Partners
Oregon
$234K +$219K +4,644 New
RCG
1732
Ruane, Cunniff & Goldfarb
New York
$233K -$13K -275 -6%
RP
1733
Riverbridge Partners
Minnesota
$233K
RFA
1734
Reilly Financial Advisors
California
$232K -$21K -445 -9%
BST
1735
Bath Savings Trust
Maine
$232K +$3.02K +64 +1%
TAM
1736
Trust Asset Management
Texas
$232K +$217K +4,607 New
CBTWT
1737
Community Bank & Trust (Waco, Texas)
Texas
$230K -$17.3K -368 -7%
TAM
1738
Tealwood Asset Management
Minnesota
$230K -$8.48K -180 -4%
PFA
1739
Pathway Financial Advisors
Vermont
$230K -$3.53K -75 -2%
CTA
1740
Colonial Trust Advisors
South Carolina
$230K +$2.45K +52 +1%
PCS
1741
Personal CFO Solutions
New Jersey
$230K +$215K +4,563 New
SCM
1742
Silvant Capital Management
Georgia
$228K -$47K -997 -18%
JWBC
1743
J.W. Burns & Co
New York
$227K -$13K -275 -6%
RW
1744
REDW Wealth
New Mexico
$227K
DHFB
1745
Dixon Hubard Feinour & Brown
Virginia
$226K -$1.93K -41 -0.9%
CFS
1746
CRA Financial Services
New Jersey
$225K -$122K -2,600 -37%
LG
1747
LaFleur & Godfrey
Michigan
$224K -$719K -15,255 -78%
AIM
1748
Allen Investment Management
New York
$224K
TWA
1749
TCI Wealth Advisors
Arizona
$223K -$801 -17 -0.4%
PHS
1750
Pekin Hardy Strauss
Illinois
$223K

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.