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Wells Fargo
WFC

Overview Fund Activity

2,518 hedge funds and large institutions have $177B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 962 increasing their positions, 993 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
-9
Holders Change %
-0.36%
% of All Funds
34.2%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.13%
New
189
Increased
962
Reduced
993
Closed
152
Calls
$3.78B
Puts
$4.03B
Net Calls
-$250M
Net Calls Change
-$899M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$783M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$567M
3
Barclays
Barclays
United Kingdom
+$476M
4
BlackRock
BlackRock
New York
+$409M
5
Morgan Stanley
Morgan Stanley
New York
+$378M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.17B
2
Dodge & Cox
Dodge & Cox
California
-$921M
3
Capital International Investors
Capital International Investors
California
-$392M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$347M
5
Millennium Management
Millennium Management
New York
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
2476
EQ Wealth Advisors
Texas
$8.04K +$8.04K +112 New
HHGA
2477
Halbert Hargrove Global Advisors
California
$7.94K +$7.94K +111 New
GFL
2478
Granite FO LLC
New Hampshire
$7.75K – – –
DWM
2479
Darwin Wealth Management
Florida
$7.55K – – –
DFA
2480
DHJJ Financial Advisors
Illinois
$7.52K – – –
NRG
2481
Nemes Rush Group
Michigan
$7.47K -$17K -237 -70%
EAM
2482
Eukles Asset Management
Ohio
$7.25K – – –
TLA
2483
Tanglewood Legacy Advisors
Texas
$7.18K -$3.95K -55 -35%
HFS
2484
Hopwood Financial Services
Virginia
$7.18K – – –
MBFW
2485
Morton Brown Family Wealth
Pennsylvania
$7.18K +$7.18K +100 New
WA
2486
WestEnd Advisors
North Carolina
$6.96K +$4.6K +64 +194%
CIM
2487
Contravisory Investment Management
Massachusetts
$6.82K – – –
BFS
2488
Burkett Financial Services
South Carolina
$6.49K – – –
PWA
2489
Provenance Wealth Advisors
Florida
$6.39K – – –
OWP
2490
ORG Wealth Partners
Texas
$5.66K +$5.66K +79 New
RWA
2491
Redmont Wealth Advisors
Illinois
$5.53K +$5.53K +77 New
CFFP
2492
Center for Financial Planning
Michigan
$5.31K – – –
CF
2493
Conquis Financial
California
$5.17K -$16.1K -224 -76%
TCM
2494
TD Capital Management
Tennessee
$5.15K +$72 +1 +1%
FWA
2495
FSC Wealth Advisors
New York
$4.88K – – –
WOC
2496
West Oak Capital
California
$4.45K -$359 -500 -7%
RI
2497
Ridgewood Investments
New Jersey
$4.45K – – –
PS
2498
PayPay Securities
Japan
$4.43K -$1.89K -26 -30%
EWP
2499
Elevation Wealth Partners
California
$4.31K – – –
MAM
2500
Marquette Asset Management
Minnesota
$4.16K – – –
98 99
100
101 102