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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
2001
Ninety One (UK)
United Kingdom
-$351K -7,412 Closed
WA
2002
WealthTrust Axiom
Pennsylvania
-$339K -7,174 Closed
BIM
2003
Barton Investment Management
Pennsylvania
-$332K -7,020 Closed
EGM
2004
Engineers Gate Manager
New York
-$330K -6,966 Closed
C
2005
Cerebellum
California
-$328K -6,933 Closed
HKAM
2006
Horizon Kinetics Asset Management
New York
-$302K -6,383 Closed
MIM
2007
Moseley Investment Management
Florida
-$287K -6,073 Closed
IOOF
2008
Independent Order of Foresters
Ontario, Canada
-$284K -6,002 Closed
CAMG
2009
CWA Asset Management Group
Florida
-$283K -5,980 Closed
WA
2010
Waverly Advisors
Alabama
-$281K -5,937 Closed
AFNAS
2011
American Financial Network Advisory Services
California
-$274K -5,918 Closed
AWA
2012
Alaska Wealth Advisors
Alaska
-$275K -5,698 Closed
BCM
2013
BlueCrest Capital Management
Jersey
-$260K -5,489 Closed
HCM
2014
Hudson Capital Management
New Jersey
-$257K -5,440 Closed
LSA
2015
L & S Advisors
California
-$235K -4,966 Closed
TI
2016
Truepoint Inc
Ohio
-$235K -4,963 Closed
BMCM
2017
Bryn Mawr Capital Management
Pennsylvania
-$227K -4,802 Closed
NP
2018
NS Partners
United Kingdom
-$224K -4,737 Closed
SEIA
2019
Signature Estate & Investment Advisors
California
-$221K -4,658 Closed
EIA
2020
Edgemoor Investment Advisors
Maryland
-$219K -4,619 Closed
CHP
2021
Cable Hill Partners
Oregon
-$210K -4,448 Closed
TAM
2022
Trillium Asset Management
Massachusetts
-$204K -4,317 Closed
COI
2023
Capital One Investing
Virginia
-$203K -4,286 Closed
DWM
2024
Destination Wealth Management
California
-$198K -4,191 Closed
MUS
2025
Mitsubishi UFJ Securities
Japan
-$144K -3,040 Closed

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.