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Wells Fargo
WFC

Overview Fund Activity

1,951 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, 667 increasing their positions, 954 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,951
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
2.46%
New
96
Increased
667
Reduced
954
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$982M
2
BlackRock
BlackRock
New York
+$317M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$245M
4
LP
Longview Partners
Guernsey
+$241M
5
Artisan Partners
Artisan Partners
Wisconsin
+$230M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1.1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.03B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$764M
4
Capital World Investors
Capital World Investors
California
-$576M
5
Lazard Asset Management
Lazard Asset Management
New York
-$511M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
2001
Hartline Investment Corp
Illinois
– -$566K -11,706 Closed
MHS
2002
M Holdings Securities
Oregon
– -$560K -11,589 Closed
TRAM
2003
Tuscan Ridge Asset Management
Illinois
– -$533K -11,035 Closed
BM
2004
Brandywine Managers
Delaware
– -$483K -10,000 Closed
EC
2005
EJF Capital
Virginia
– -$483K -10,000 Closed
MTCM
2006
Mint Tower Capital Management
Netherlands
– -$469K -9,700 Closed
HA
2007
Halsey Associates
Connecticut
– -$454K -9,401 Closed
SFM
2008
Systematic Financial Management
New Jersey
– -$447K -9,245 Closed
MF
2009
Magnetar Financial
Illinois
– -$440K -9,115 Closed
XS
2010
XR Securities
Illinois
– -$391K -8,092 Closed
LPT
2011
Legacy Private Trust
Wisconsin
– -$380K -7,858 Closed
Hudson Bay Capital Management
2012
Hudson Bay Capital Management
Connecticut
– -$362K -7,500 Closed
WIP
2013
Wellesley Investment Partners
Massachusetts
– -$355K -7,353 Closed
OPTFSNA
2014
Old Point Trust & Financial Services N A
Virginia
– -$347K -7,186 Closed
ERIM
2015
Eagle Ridge Investment Management
Connecticut
– -$312K -6,467 Closed
DTL
2016
Dynamic Technology Lab
Singapore
– -$308K -6,378 Closed
CF
2017
Corrigan Financial
Rhode Island
– -$297K -6,149 Closed
MVP
2018
Miller Value Partners
Florida
– -$287K -5,933 Closed
QT
2019
Quantamental Technologies
New York
– -$282K -5,832 Closed
EDRIA
2020
Edmonds Duncan Registered Investment Advisors
Kansas
– -$277K -5,727 Closed
DI
2021
DFPG Investments
Utah
– -$278K -5,649 Closed
PGA
2022
Premia Global Advisors
Florida
– -$269K -5,585 Closed
SIM
2023
Stratos Investment Management
Ohio
– -$265K -5,491 Closed
F
2024
F3Logic
Minnesota
– -$260K -5,402 Closed
RMAM
2025
Raab & Moskowitz Asset Management
New Jersey
– -$257K -5,319 Closed
79 80
81
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