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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
ARMT
2001
Amica Retiree Medical Trust
Rhode Island
-$697K -14,426 Closed
PCM
2002
Prelude Capital Management
New York
-$625K -12,933 Closed
ANBT
2003
American National Bank & Trust
Texas
-$568K -11,746 Closed
HIC
2004
Hartline Investment Corp
Illinois
-$566K -11,706 Closed
MHS
2005
M Holdings Securities
Oregon
-$560K -11,589 Closed
TRAM
2006
Tuscan Ridge Asset Management
Illinois
-$533K -11,035 Closed
BM
2007
Brandywine Managers
Delaware
-$483K -10,000 Closed
EC
2008
EJF Capital
Virginia
-$483K -10,000 Closed
MTCM
2009
Mint Tower Capital Management
Netherlands
-$454K -9,700 Closed
HA
2010
Halsey Associates
Connecticut
-$454K -9,401 Closed
SFM
2011
Systematic Financial Management
New Jersey
-$447K -9,245 Closed
MF
2012
Magnetar Financial
Illinois
-$440K -9,115 Closed
XS
2013
XR Securities
Illinois
-$378K -8,092 Closed
LPT
2014
Legacy Private Trust
Wisconsin
-$380K -7,858 Closed
Hudson Bay Capital Management
2015
Hudson Bay Capital Management
Connecticut
-$362K -7,500 Closed
WIP
2016
Wellesley Investment Partners
Massachusetts
-$355K -7,353 Closed
OPTFSNA
2017
Old Point Trust & Financial Services N A
Virginia
-$347K -7,186 Closed
ERIM
2018
Eagle Ridge Investment Management
Connecticut
-$312K -6,467 Closed
DTL
2019
Dynamic Technology Lab
Singapore
-$308K -6,378 Closed
CF
2020
Corrigan Financial
Rhode Island
-$297K -6,149 Closed
MVP
2021
Miller Value Partners
Florida
-$287K -5,933 Closed
QT
2022
Quantamental Technologies
New York
-$282K -5,832 Closed
EDRIA
2023
Edmonds Duncan Registered Investment Advisors
Kansas
-$277K -5,727 Closed
DI
2024
DFPG Investments
Utah
-$278K -5,649 Closed
PGA
2025
Premia Global Advisors
Florida
-$269K -5,585 Closed

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.