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
TC
1876
Truvestments Capital
Florida
$59K -$7.29K -156 -11%
NC
1877
NewSquare Capital
Pennsylvania
$59K
FEG
1878
Financial Enhancement Group
Indiana
$56K +$327 +7 +0.6%
GWMIA
1879
Global Wealth Management Investment Advisory
Florida
$56K +$4.82K +103 +10%
MCA
1880
Mercer Capital Advisers
New Jersey
$55K +$47 +1 +0.1%
BL
1881
Balentine LLC
Georgia
$54K +$21.6K +461 +69%
MWC
1882
MBM Wealth Consultants
Missouri
$53K
LWS
1883
Lucia Wealth Services
California
$52K
KPCM
1884
Kings Point Capital Management
New York
$51K +$2.52K +54 +5%
TFA
1885
Transamerica Financial Advisors
Florida
$51K +$50.3K +1,076 New
TIM
1886
Tortoise Investment Management
New York
$50K +$795 +17 +2%
KFS
1887
Kelly Financial Services
Massachusetts
$47.3K +$1.59K +34 +4%
WAM
1888
Westport Asset Management
Connecticut
$47K
BRC
1889
Bell Rock Capital
Delaware
$46K -$109K -2,334 -70%
TCCM
1890
Timber Creek Capital Management
Massachusetts
$46K
WCG
1891
Weaver Consulting Group
California
$46K
MAM
1892
Marquette Asset Management
Minnesota
$44K
AIS
1893
Accurate Investment Solutions
Pennsylvania
$44K +$94 +2 +0.2%
SFG
1894
SevenBridge Financial Group
Pennsylvania
$40K +$4.68K +100 +8%
GTAM
1895
Global Trust Asset Management
Florida
$40K +$223K +4,765 +643%
LPWM
1896
Lake Point Wealth Management
Texas
$39K
SCA
1897
Stuart Chaussee & Associates
California
$37K
FGAM
1898
Financial Gravity Asset Management
Texas
$35K -$1.22K -26 -3%
HIIFS
1899
Harel Insurance Investments & Financial Services
Israel
$33K -$15.2M -324,526 -100%
CFA
1900
Camarda Financial Advisors
Florida
$33K

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.