We are live on ! Find out more
WFC icon

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
LMGAM
2026
Liberty Mutual Group Asset Management
Massachusetts
-$9.21M -175,300 Closed
Verition Fund Management
2027
Verition Fund Management
Connecticut
-$9.16M -174,303 Closed
SCM
2028
Schneider Capital Management
Pennsylvania
-$9.01M -171,433 Closed
VW
2029
Vantage Wealth
California
-$8.45M -160,829 Closed
HT
2030
HAP Trading
New York
-$8.15M -159,026 Closed
BC
2031
Beaconlight Capital
New York
-$7.93M -150,798 Closed
WMSA
2032
Weiss Multi-Strategy Advisers
New York
-$7.88M -150,000 Closed
SCA
2033
Secor Capital Advisors
New York
-$7M -133,126 Closed
JCP
2034
Jabre Capital Partners
Switzerland
-$5.78M -110,000 Closed
HCM
2035
Highbridge Capital Management
New York
-$5.49M -104,392 Closed
LTI
2036
Laffer Tengler Investments
Tennessee
-$4.77M -90,687 Closed
NONA
2037
Ninety One North America
New York
-$4.3M -81,848 Closed
WAM
2038
Wolverine Asset Management
Illinois
-$3.9M -74,142 Closed
KIG
2039
Kessler Investment Group
Indiana
-$3.63M -69,009 Closed
GCA
2040
Gideon Capital Advisors
New York
-$3.38M -64,386 Closed
GCM
2041
Graham Capital Management
Connecticut
-$3.13M -59,652 Closed
QT
2042
Quantbot Technologies
New York
-$3.09M -58,717 Closed
JIC
2043
JRM Investment Counsel
Nebraska
-$2.89M -54,957 Closed
DTL
2044
Dynamic Technology Lab
Singapore
-$2.79M -53,104 Closed
MCM
2045
Maltese Capital Management
New York
-$2.56M -50,000 Closed
ATIA
2046
American Trust Investment Advisors
New Hampshire
-$2.6M -49,532 Closed
NIMI
2047
Natixis Investment Managers International
France
-$2.6M -49,423 Closed
EFEM
2048
Eos Focused Equity Management
New York
-$2.37M -45,103 Closed
ARTA
2049
A.R.T. Advisors
New York
-$2.34M -44,600 Closed
VAM
2050
Visionary Asset Management
Texas
-$2.3M -43,831 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.