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Wells Fargo
WFC

Overview Fund Activity

1,972 hedge funds and large institutions have $213B invested in Wells Fargo in 2018 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 662 increasing their positions, 973 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-31
Holders Change %
-1.55%
% of All Funds
45.21%
Holding in Top 10
182
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+10.98%
% of All Funds
4.17%
New
99
Increased
662
Reduced
973
Closed
106
Calls
$2.53B
Puts
$3.52B
Net Calls
-$988M
Net Calls Change
-$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.95B
2
Sanders Capital
Sanders Capital
Florida
+$871M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$845M
4
Morgan Stanley
Morgan Stanley
New York
+$829M
5
Ameriprise
Ameriprise
Minnesota
+$458M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$985M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$673M
3
EVM
Eaton Vance Management
Massachusetts
-$612M
4
BlackRock
BlackRock
New York
-$376M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$347M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
2001
Qube Research & Technologies (QRT)
United Kingdom
– -$1.46M -27,792 Closed
SP
2002
SWS Partners
Ohio
– -$1.42M -27,660 Closed
WIC
2003
Whitegate Investment Counselors
New Hampshire
– -$1.43M -27,340 Closed
CM
2004
Churchill Management
California
– -$1.35M -25,841 Closed
NIPH
2005
NN Investment Partners Holdings
Netherlands
– -$1.35M -25,800 Closed
JT
2006
Jump Trading
Illinois
– -$1.13M -21,523 Closed
RWA
2007
RGT Wealth Advisors
Texas
– -$1.13M -21,499 Closed
STA
2008
Summit Trail Advisors
New York
– -$1.07M -20,869 Closed
TCM
2009
Teza Capital Management
Illinois
– -$1.03M -19,594 Closed
SLT
2010
St Louis Trust
Missouri
– -$951K -18,150 Closed
ACC
2011
Accident Compensation Corp
New Zealand
– -$943K -18,000 Closed
VI
2012
Versor Investments
New York
– -$938K -17,900 Closed
HAM
2013
Highstreet Asset Management
Ontario, Canada
– -$893K -17,045 Closed
QAM
2014
Quantres Asset Management
Cayman Islands
– -$870K -16,600 Closed
QC
2015
Quadrature Capital
United Kingdom
– -$853K -16,275 Closed
NMC
2016
Nine Masts Capital
Hong Kong
– -$816K -15,562 Closed
DTL
2017
Dynamic Technology Lab
Singapore
– -$750K -14,310 Closed
BP
2018
Bandera Partners
New York
– -$650K -12,400 Closed
CPA
2019
Capital Planning Advisors
California
– -$588K -11,221 Closed
SSWM
2020
Smith Salley Wealth Management
North Carolina
– -$581K -11,085 Closed
MA
2021
MANA Advisors
New York
– -$530K -10,111 Closed
PAM
2022
PVG Asset Management
Colorado
– -$519K -9,908 Closed
FWCM
2023
First Western Capital Management
California
– -$511K -9,754 Closed
HCM
2024
Howland Capital Management
Massachusetts
– -$495K -9,446 Closed
HA
2025
Halsey Associates
Connecticut
– -$493K -9,401 Closed
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