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Wells Fargo
WFC

Overview Fund Activity

1,922 hedge funds and large institutions have $214B invested in Wells Fargo in 2017 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 678 increasing their positions, 940 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,922
Holders Change
-17
Holders Change %
-0.88%
% of All Funds
47.92%
Holding in Top 10
259
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-13.67%
% of All Funds
6.46%
New
111
Increased
678
Reduced
940
Closed
105
Calls
$2.22B
Puts
$2.75B
Net Calls
-$529M
Net Calls Change
-$331M

Top Buyers

1
BlackRock
BlackRock
New York
+$14.7B
2
Capital World Investors
Capital World Investors
California
+$1.03B
3
NEAM
New England Asset Management
Connecticut
+$843M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$704M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$658M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$683M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$290M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$273M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$221M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
2001
Kelleher Financial Advisors
New York
– -$377K -6,850 Closed
TCM
2002
Texan Capital Management
Texas
– -$357K -6,486 Closed
SSG
2003
Summit Securities Group
New York
– -$347K -6,300 Closed
CA
2004
Corrado Advisors
New Jersey
– -$339K -6,157 Closed
NP
2005
NorthRock Partners
Minnesota
– -$306K -5,555 Closed
BJ
2006
Brouwer & Janachowski
California
– -$301K -5,465 Closed
BA
2007
BKS Advisors
Michigan
– -$277K -5,027 Closed
KC
2008
Kingfisher Capital
North Carolina
– -$254K -4,617 Closed
CAM
2009
Covenant Asset Management
New Jersey
– -$254K -4,613 Closed
CIAS
2010
Capital Investment Advisory Services
North Carolina
– -$245K -4,438 Closed
CTA
2011
Colonial Trust Advisors
South Carolina
– -$230K -4,178 Closed
SM
2012
Sciencast Management
New Jersey
– -$222K -4,030 Closed
SCM
2013
Salem Capital Management
Massachusetts
– -$218K -3,960 Closed
AIA
2014
Armor Investment Advisors
North Carolina
– -$216K -3,917 Closed
WI
2015
WrapManager Inc
California
– -$207K -3,762 Closed
CCA
2016
Conestoga Capital Advisors
Pennsylvania
– -$204K -3,702 Closed
PP
2017
Pegasus Partners
Wisconsin
– -$202K -3,663 Closed
WCF
2018
West Coast Financial
California
– -$201K -3,640 Closed
PRS
2019
Pinkerton Retirement Specialists
Idaho
– -$171K -3,105 Closed
HTHT
2020
Hemenway Trust Hemenway Trust
New Hampshire
– -$152K -2,759 Closed
EF
2021
Empirical Finance
Pennsylvania
– -$128K -2,313 Closed
AP
2022
Advisors Preferred
Maryland
– -$37K -664 Closed
TG
2023
TLP Group
Illinois
– -$24K -444 Closed
ES
2024
Equitec Specialists
Illinois
– -$22K -403 Closed
UOTTAIMCU
2025
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$6K -113 Closed
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