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Wells Fargo

2,015 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 742 increasing their positions, 889 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $162B → $166B (+$3.96B)

0.69% more ownership

Funds ownership: 75.14%75.83% (+0.69%)

0% more funds holding

Funds holding: 2,0062,015 (+9)

12% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 142119 (-23)

17% less repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 889

Holders
2,015
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
43.61%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
742
Reduced
889
Closed
105
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
2001
Centaurus Financial
California
$5.42K +$3.05K +62 +31%
MFT
2002
Moisand Fitzgerald Tamayo
Florida
$5K
PCMK
2003
Paragon Capital Management (Kansas)
Kansas
$4K +$4.13K +84 New
WCMN
2004
Westchester Capital Management (Nebraska)
Nebraska
$3K
SFFS
2005
Stonehage Fleming Financial Services
Jersey
$2.5K -$259K -5,268 -9%
TFA
2006
Toth Financial Advisory
Virginia
$2K +$885 +18 +64%
TWM
2007
Titus Wealth Management
California
$1.42K -$7.53K -153 -0.5%
ACA
2008
Anchor Capital Advisors
Massachusetts
$1.35K -$12.4M -252,203 -90%
NL
2009
NVWM LLC
Pennsylvania
$1K
CIA
2010
CSat Investment Advisory
Michigan
$1K +$197 +4 +16%
ACM
2011
Aviance Capital Management
Florida
$1K +$836 +17 New
Koshinski Asset Management
2012
Koshinski Asset Management
Illinois
$629 -$944K -19,186 -60%
CT
2013
Chicago Trust
Illinois
$512 -$24.7K -503 -5%
JPLA
2014
Joseph P. Lucia & Associates
New York
$100 +$240K +4,888 New
CC
2015
Carlson Capital
Texas
-$49.1M -1,064,900 Closed
IIP
2016
Intermede Investment Partners
United Kingdom
-$40.2M -872,152 Closed
B
2017
BloombergSen
Ontario, Canada
-$37.1M -804,566 Closed
SC
2018
Samlyn Capital
New York
-$22.8M -495,488 Closed
EPFB
2019
Employees Provident Fund Board
Malaysia
-$22M -476,848 Closed
WIC
2020
Willis Investment Counsel
Georgia
-$18.7M -406,106 Closed
RCM
2021
Raging Capital Management
New Jersey
-$17.5M -379,700 Closed
AL
2022
Appaloosa LP
New Jersey
-$13.8M -300,000 Closed
AIM
2023
Alphinity Investment Management
Australia
-$13.5M -293,017 Closed
FCMC
2024
Founders Capital Management (Connecticut)
Connecticut
-$11.9M -258,991 Closed
CS
2025
Central Securities
New York
-$11.5M -250,000 Closed

WFC Hedge Fund Activity: Q1 2019 in Review

2,015 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2019, worth a combined $166B — up 2.4% from $162B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WFC positions and 105 closed out — a net gain of 34 holders — while 742 added to existing stakes and 889 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $1.36B.

  • 2,015 institutional investors held Wells Fargo (WFC) as of Q1 2019, up from 2,006 in Q4 2018.
  • Funds reported $166B of Wells Fargo stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 139 funds opened new Wells Fargo positions in Q1 2019 and 105 closed out, a net change of +34 holders.
  • The largest Wells Fargo buyer in Q1 2019 was First Eagle Investment Management, an estimated $408M added.
  • The largest Wells Fargo seller in Q1 2019 was Capital International Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.