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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
2001
Orrstown Financial Services
Pennsylvania
$5K -$1.49K -25 -21%
BAM
2002
Bruderman Asset Management
New York
$5K +$5.58K +94 New
AGA
2003
Accuvest Global Advisors
Utah
$5K +$5.82K +98 New
PRS
2004
Pinkerton Retirement Specialists
Idaho
$4K -$7.9K -133 -64%
FMP
2005
Financial Management Professionals
Texas
$3K +$3.8K +64 New
RA
2006
Rational Advisors
New York
$2K -$325K -5,463 -99%
SJIM
2007
St. Johns Investment Management
Florida
$2K +$1.72K +29 New
CAM
2008
ClariVest Asset Management
California
$1K -$293K -4,935 -100%
TFA
2009
Toth Financial Advisory
Virginia
$1K -$26.3K -442 -94%
TFA
2010
Transamerica Financial Advisors
Florida
$1K
Parnassus Investments
2011
Parnassus Investments
California
-$927M -15,283,543 Closed
PC
2012
PointState Capital
New York
-$459M -7,565,567 Closed
ACM
2013
Abrams Capital Management
Massachusetts
-$174M -2,863,662 Closed
PAMP
2014
Polar Asset Management Partners
Ontario, Canada
-$72.8M -1,200,000 Closed
KSCM
2015
Key Square Capital Management
Connecticut
-$59.5M -980,000 Closed
SIM
2016
Stelliam Investment Management
New York
-$56.9M -937,500 Closed
DFO
2017
Duquesne Family Office
New York
-$51.6M -850,000 Closed
OCAM
2018
Onex Canada Asset Management
Ontario, Canada
-$47.5M -782,493 Closed
SC
2019
Samlyn Capital
New York
-$46.4M -764,398 Closed
GC
2020
Gillson Capital
Illinois
-$38.5M -634,669 Closed
WRBC
2021
W.R. Berkley Corp
Connecticut
-$29.5M -486,600 Closed
AR
2022
Advisory Research
Illinois
-$25.5M -420,656 Closed
GPC
2023
Guardian Point Capital
Virginia
-$19.7M -325,000 Closed
Cohen & Steers
2024
Cohen & Steers
New York
-$19.2M -316,063 Closed
ECAU
2025
Everett Capital Advisors (UK)
United Kingdom
-$16.1M -264,800 Closed