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Wells Fargo
WFC

Overview Fund Activity

2,012 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 740 increasing their positions, 889 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+10
Holders Change %
+0.5%
% of All Funds
43.62%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
740
Reduced
889
Closed
104
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$401M
2
Franklin Resources
Franklin Resources
California
+$377M
3
Legal & General Group
Legal & General Group
United Kingdom
+$227M
4
LP
Longview Partners
Guernsey
+$223M
5
Barclays
Barclays
United Kingdom
+$204M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.33B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$820M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$449M
4
Harris Associates
Harris Associates
Illinois
-$435M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCMN
2001
Westchester Capital Management (Nebraska)
Nebraska
$3K – – –
SFFS
2002
Stonehage Fleming Financial Services
Jersey
$2.5K -$255 -5,268 -9%
TFA
2003
Toth Financial Advisory
Virginia
$2K +$783 +18 +64%
TWM
2004
Titus Wealth Management
California
$1.42K -$7 -153 -0.5%
ACA
2005
Anchor Capital Advisors
Massachusetts
$1.35K -$12.2K -252,203 -90%
NL
2006
NVWM LLC
Pennsylvania
$1K – – –
CIA
2007
CSat Investment Advisory
Michigan
$1K +$138 +4 +16%
ACM
2008
Aviance Capital Management
Florida
$1K +$1K +17 New
Koshinski Asset Management
2009
Koshinski Asset Management
Illinois
$629 -$927 -19,186 -60%
CT
2010
Chicago Trust
Illinois
$512 -$24 -503 -5%
JPLA
2011
Joseph P. Lucia & Associates
New York
$100 +$100 +4,888 New
CC
2012
Carlson Capital
Texas
– -$49.1M -1,064,900 Closed
IIP
2013
Intermede Investment Partners
United Kingdom
– -$40.2M -872,152 Closed
B
2014
BloombergSen
Ontario, Canada
– -$37.1M -804,566 Closed
SC
2015
Samlyn Capital
New York
– -$22.8M -495,488 Closed
WIC
2016
Willis Investment Counsel
Georgia
– -$18.7M -406,106 Closed
RCM
2017
Raging Capital Management
New Jersey
– -$17.5M -379,700 Closed
AL
2018
Appaloosa LP
New Jersey
– -$13.8M -300,000 Closed
AIM
2019
Alphinity Investment Management
Australia
– -$13.5M -293,017 Closed
FCMC
2020
Founders Capital Management (Connecticut)
Connecticut
– -$11.9M -258,991 Closed
CS
2021
Central Securities
New York
– -$11.5M -250,000 Closed
Holocene Advisors
2022
Holocene Advisors
New York
– -$10.8M -235,386 Closed
SC
2023
Spindletop Capital
New York
– -$8.73M -189,538 Closed
ACPU
2024
Arrowgrass Capital Partners (US)
Delaware
– -$8.08M -175,230 Closed
ZDA
2025
Zweig-DiMenna Associates
New York
– -$7.6M -164,873 Closed
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