WFC
WELLS FARGO & COMPANY/MNMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $30 | $79 | +160% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $51 | $79 | +56% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $52 | $79 | +53% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $52 | $79 | +53% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $52 | $79 | +53% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $52 | $79 | +53% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $52 | $79 | +53% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q4 2025 | Q1 2026 | → $87 | +3% |
| Maverick Capital 4× in & out | Q1 2025 | Q2 2025 | → $74 | -5% |
| Duquesne Family Office 7× in & out | Q1 2025 | Q2 2025 | → $74 | -5% |
| Scion Asset Management 2× in & out | Q2 2023 | Q3 2023 | → $41 | +14% |
| Berkshire Hathaway | Q3 2013 | Q2 2022 | → $38 | +26% |
| Appaloosa 4× in & out | Q2 2020 | Q2 2021 | → $42 | +108% |
| JANA Partners | Q3 2018 | Q4 2018 | → $43 | -9% |
| Viking Global Investors | Q3 2017 | Q3 2018 | → $47 | +13% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WELLS FARGO & COMPANY/MN. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 14, 2026 — the most recent Form 4 on file — not from today.
- Form 40000072971-26-000269May 14, 2026
- Form 40000072971-26-000247Apr 30, 2026
- Form 40000072971-26-000245Apr 30, 2026
- Form 40000072971-26-000243Apr 30, 2026
- Form 40000072971-26-000241Apr 30, 2026
- Form 40000072971-26-000239Apr 30, 2026
- Form 40000072971-26-000237Apr 30, 2026
- Form 40000072971-26-000235Apr 30, 2026
- Form 40000072971-26-000226Apr 30, 2026
- Form 40000072971-26-000224Apr 30, 2026
- Form 40000072971-26-000222Apr 30, 2026
- Form 40000072971-26-000220Apr 30, 2026
- Form 40001193125-26-193097Apr 29, 2026
- Form 40001193125-26-192767Apr 29, 2026
- Form 40001193125-26-192734Apr 29, 2026
Fundamentals
XBRL · WELLS FARGO & COMPANY/MNAnnual figures sourced directly from WELLS FARGO & COMPANY/MN's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WELLS FARGO & COMPANY/MN — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q2 2026 | open | $74 | $74 | +1% |
| Point72 Asset Management | Q4 2025 | Q1 2026 | $84 | $87 | +3% |
| Maverick Capital | Q1 2025 | Q2 2025 | $78 | $74 | -5% |
| Duquesne Family Office | Q1 2025 | Q2 2025 | $78 | $74 | -5% |
| Citadel Advisors | Q3 2024 | open | $52 | $74 | +44% |
| Two Sigma Investments | Q3 2024 | open | $52 | $74 | +44% |
| D.E. Shaw | Q3 2024 | open | $52 | $74 | +44% |
| AQR Capital Management | Q3 2024 | open | $52 | $74 | +44% |
| Millennium Management | Q3 2024 | open | $52 | $74 | +44% |
| Point72 Asset Management | Q3 2024 | Q3 2025 | $52 | $78 | +51% |
| Renaissance Technologies | Q3 2024 | Q2 2025 | $51 | $75 | +47% |
| Maverick Capital | Q2 2024 | Q3 2024 | $60 | $52 | -13% |
| Bridgewater Associates | Q1 2024 | open | $46 | $79 | +71% |
| Maverick Capital | Q3 2023 | Q1 2024 | $41 | $46 | +13% |
| Scion Asset Management | Q2 2023 | Q3 2023 | $36 | $41 | +14% |
| Scion Asset Management | Q1 2021 | Q2 2021 | $31 | $42 | +38% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $30 | $35 | +17% |
| Duquesne Family Office | Q3 2020 | Q4 2020 | $22 | $22 | -1% |
| Appaloosa | Q2 2020 | Q2 2021 | $20 | $42 | +108% |
| Maverick Capital | Q2 2020 | Q1 2022 | $20 | $52 | +154% |
| Duquesne Family Office | Q1 2020 | Q2 2020 | $41 | $20 | -51% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $41 | $21 | -49% |
| Appaloosa | Q1 2019 | Q2 2019 | $40 | $38 | -5% |
| JANA Partners | Q3 2018 | Q4 2018 | $47 | $43 | -9% |
| Bridgewater Associates | Q2 2018 | Q3 2019 | $44 | $39 | -12% |
| Appaloosa | Q2 2018 | Q4 2018 | $44 | $43 | -3% |
| Duquesne Family Office | Q1 2018 | Q2 2018 | $47 | $44 | -7% |
| Appaloosa | Q3 2017 | Q4 2017 | $42 | $43 | +3% |
| Viking Global Investors | Q3 2017 | Q3 2018 | $42 | $47 | +13% |
| Duquesne Family Office | Q1 2017 | Q2 2017 | $45 | $42 | -7% |
| Bridgewater Associates | Q1 2017 | Q2 2017 | $44 | $42 | -5% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $41 | $34 | -18% |
| Duquesne Family Office | Q3 2015 | Q1 2016 | $42 | $36 | -15% |
| Duquesne Family Office | Q1 2015 | Q2 2015 | $40 | $41 | +2% |
| Bridgewater Associates | Q1 2015 | Q2 2015 | $39 | $41 | +5% |
| Berkshire Hathaway | Q3 2013 | Q2 2022 | $30 | $38 | +26% |
| Bridgewater Associates | Q3 2013 | Q1 2014 | $30 | $33 | +8% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.