We are live on ! Find out more
WFC icon

Wells Fargo

2,007 hedge funds and large institutions have $162B invested in Wells Fargo in 2018 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 526 increasing their positions, 1,033 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 160

7% more funds holding in top 10

Funds holding in top 10: 133142 (+9)

2% more funds holding

Funds holding: 1,9742,007 (+33)

0.24% less ownership

Funds ownership: 75.38%75.14% (-0.24%)

15% less capital invested

Capital invested by funds: $191B → $162B (-$28.5B)

21% less call options, than puts

Call options by funds: $2.04B | Put options by funds: $2.59B

49% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 1,033

Holders
2,007
Holders Change
+33
Holders Change %
+1.67%
% of All Funds
44.71%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
3.16%
New
214
Increased
526
Reduced
1,033
Closed
160
Calls
$2.04B
Puts
$2.59B
Net Calls
-$549M
Net Calls Change
+$559M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
1776
Rikoon Group
New Mexico
$229K +$255K +4,971 New
NFA
1777
Nuveen Fund Advisors
Illinois
$228K -$219K -4,283 -46%
FWM
1778
Foresight Wealth Management
Utah
$228K +$254K +4,957 New
RFA
1779
Reilly Financial Advisors
California
$227K -$111K -2,167 -31%
CBTWT
1780
Community Bank & Trust (Waco, Texas)
Texas
$227K
SIA
1781
Sit Investment Associates
Minnesota
$226K +$113K +2,200 +81%
PCFFS
1782
Pacific Center for Financial Services
California
$225K -$9.42K -184 -4%
FFC
1783
First Financial Corp
Indiana
$222K -$10.2K -200 -4%
TAM
1784
Tealwood Asset Management
Minnesota
$221K -$36.4K -710 -13%
DI
1785
Diligent Investors
California
$221K +$246K +4,799 New
NIT
1786
NumerixS Investment Technologies
British Columbia, Canada
$220K -$3.48M -67,944 -93%
PPP
1787
Private Portfolio Partners
New Jersey
$220K +$245K +4,780 New
HWMG
1788
Hurlow Wealth Management Group
Indiana
$219K +$226K +4,403 New
AF
1789
Affiance Financial
Minnesota
$218K
NP
1790
NS Partners
United Kingdom
$218K
WI
1791
Wedgewood Investors
Pennsylvania
$218K
FI
1792
Fosun International
China
$218K +$246K +4,795 New
VWA
1793
V Wealth Advisors
Kansas
$217K -$14.8K -288 -6%
PGWM
1794
Parisi Gray Wealth Management
New Jersey
$217K -$5.28K -103 -2%
Kayne Anderson Rudnick Investment Management
1795
Kayne Anderson Rudnick Investment Management
California
$217K
M
1796
MOTCO
Texas
$217K
NFG
1797
Nations Financial Group
Iowa
$217K +$37.5K +733 +18%
GEA
1798
Glen Eagle Advisors
New Jersey
$217K +$51 +1 +0%
TWA
1799
TCI Wealth Advisors
Arizona
$216K -$481K -9,388 -67%
BFA
1800
Benedict Financial Advisors
Georgia
$216K -$3.33K -65 -1%

WFC Hedge Fund Activity: Q4 2018 in Review

2,007 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2018, worth a combined $162B — down 15% from $191B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new WFC positions and 160 closed out — a net gain of 54 holders — while 526 added to existing stakes and 1,033 trimmed.

The largest buyer was Primecap Management, adding an estimated $356M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 2,007 institutional investors held Wells Fargo (WFC) as of Q4 2018, up from 1,974 in Q3 2018.
  • Funds reported $162B of Wells Fargo stock for Q4 2018, down 15% quarter-over-quarter.
  • 214 funds opened new Wells Fargo positions in Q4 2018 and 160 closed out, a net change of +54 holders.
  • The largest Wells Fargo buyer in Q4 2018 was Primecap Management, an estimated $356M added.
  • The largest Wells Fargo seller in Q4 2018 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q4 2018.