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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
SIM
2026
Stratos Investment Management
Ohio
-$265K -5,491 Closed
F
2027
F3Logic
Minnesota
-$260K -5,402 Closed
RMAM
2028
Raab & Moskowitz Asset Management
New Jersey
-$257K -5,319 Closed
RF
2029
RHS Financial
California
-$249K -5,147 Closed
CPA
2030
Capital Planning Advisors
California
-$243K -5,030 Closed
PL
2031
Parthenon LLC
Kentucky
-$243K -5,029 Closed
IWP
2032
Icon Wealth Partners
Texas
-$240K -4,972 Closed
JF
2033
JSF Financial
California
-$234K -4,846 Closed
STMM
2034
South Texas Money Management
Texas
-$231K -4,785 Closed
MWM
2035
MinichMacGregor Wealth Management
New York
-$231K -4,744 Closed
NFG
2036
Nations Financial Group
Iowa
-$229K -4,732 Closed
AIA
2037
Angeles Investment Advisors
California
-$228K -4,727 Closed
PM
2038
Parametrica Management
Hong Kong
-$222K -4,600 Closed
CCP
2039
Cardan Capital Partners
Colorado
-$222K -4,594 Closed
CIP
2040
Capital Insight Partners
Arizona
-$218K -4,519 Closed
LC
2041
Loews Corp
New York
-$217K -4,501 Closed
PPP
2042
Private Portfolio Partners
New Jersey
-$217K -4,498 Closed
CCC
2043
Chelsea Counsel Company
California
-$217K -4,495 Closed
AAM
2044
Autus Asset Management
Arizona
-$215K -4,452 Closed
XWM
2045
Xcel Wealth Management
Florida
-$212K -4,398 Closed
NB
2046
Northwest Bancshares
Pennsylvania
-$212K -4,396 Closed
AAM
2047
American Asset Management
Florida
-$207K -4,275 Closed
WSCM
2048
Wellington Shields Capital Management
New York
-$205K -4,238 Closed
DDC
2049
DF Dent & Co
Maryland
-$203K -4,211 Closed
HFS
2050
Howard Financial Services
Texas
-$203K -4,204 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.