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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
CIA
2001
CSat Investment Advisory
Michigan
$1K +$666 +13 +108%
HI
2002
Human Investing
Oregon
$1K +$1.23K +24 New
AIIMS
2003
Analyst IMS Investment Management Services
Israel
$799 +$173K +3,385 +24%
CT
2004
Chicago Trust
Illinois
$512 -$49K -956 -8%
WA
2005
WBH Advisory
Maryland
$405 -$32.7K -639 -7%
AJ
2006
Ashburton (Jersey)
Jersey
$60
CF
2007
Centaurus Financial
California
$4 +$10K +196 +4,900%
Point72 Asset Management
2008
Point72 Asset Management
Connecticut
-$107M -2,028,019 Closed
Westfield Capital Management
2009
Westfield Capital Management
Massachusetts
-$98.7M -1,878,284 Closed
WIM
2010
Weitz Investment Management
Nebraska
-$28.4M -541,196 Closed
IG
2011
ING Group
Netherlands
-$26.9M -511,933 Closed
MCM
2012
Moore Capital Management
New York
-$26.3M -500,000 Closed
Marshall Wace
2013
Marshall Wace
United Kingdom
-$25M -475,218 Closed
IP
2014
Interval Partners
New York
-$21.7M -413,664 Closed
SCA
2015
Stieven Capital Advisors
Missouri
-$17.8M -337,700 Closed
WRF
2016
Waddell & Reed Financial
Kansas
-$17.3M -330,000 Closed
QC
2017
Quadrature Capital
United Kingdom
-$15.7M -299,022 Closed
SEC
2018
Seven Eight Capital
New York
-$15.5M -295,360 Closed
HCM
2019
Howard Capital Management
Georgia
-$15.4M -291,198 Closed
MWA
2020
Marshall Wace Asia
Hong Kong
-$14.2M -270,577 Closed
DF
2021
Donoghue Forlines
Massachusetts
-$13M -247,470 Closed
Pacer Advisors
2022
Pacer Advisors
Pennsylvania
-$12.2M -232,352 Closed
TI
2023
Trexquant Investment
Connecticut
-$10.6M -201,705 Closed
SSA
2024
Schonfeld Strategic Advisors
New York
-$9.79M -186,190 Closed
CIM
2025
Courant Investment Management
Tennessee
-$9.63M -183,125 Closed

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.