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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 %
DAL
2501
Delta Accumulation LLC
California
$4.12K – – –
OW
2502
Olistico Wealth
Oklahoma
$3.95K – – –
DI
2503
DAGCO Inc
Ohio
$3.59K +$3.59K +50 New
CAM
2504
Columbia Asset Management
Michigan
$3.09K – – –
NWMP
2505
Noble Wealth Management PBC
Colorado
$3.02K – – –
BFS
2506
Bare Financial Services
Pennsylvania
$2.87K +$2.87K +40 New
LWMI
2507
Legacy Wealth Management (Idaho)
Idaho
$2.59K -$7.47K -104 -74%
PWM
2508
Parkworth Wealth Management
California
$2.37K – – –
STB
2509
S&T Bank
Pennsylvania
$2.23K +$2.23K +31 New
NRWA
2510
North Ridge Wealth Advisors
Oregon
$2.15K – – –
PWM
2511
Puff Wealth Management
New Jersey
$2.02K +$2.02K +28 New
GA
2512
GoalVest Advisory
New York
$1.72K +$646 +9 +60%
GP
2513
Greenline Partners
New York
$1.58K +$1.58K +22 New
HIA
2514
HFM Investment Advisors
New Jersey
$1.37K +$1.37K +19 New
CIAM
2515
Caitong International Asset Management
Hong Kong
$1.15K -$209K -2,908 -99%
BMC
2516
Bear Mountain Capital
Washington
$858 +$858 +12 New
CWM
2517
Copia Wealth Management
Oregon
$431 – – –
SVWA
2518
Sarver Vrooman Wealth Advisors
Missouri
$358 +$358 +5 New
WCM
2519
Westend Capital Management
California
$163 – – –
FW
2520
Fairway Wealth
Ohio
$1 – – –
Norges Bank
2521
Norges Bank
Norway
– -$3.37B -47,916,539 Closed
Diamond Hill Capital Management
2522
Diamond Hill Capital Management
Ohio
– -$232M -3,307,143 Closed
Renaissance Technologies
2523
Renaissance Technologies
New York
– -$158M -2,253,802 Closed
MC
2524
Maverick Capital
Texas
– -$150M -2,133,273 Closed
HF
2525
HRT Financial
New York
– -$99.2M -1,411,592 Closed
99 100
101
102 103