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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 %
LFCM
2576
Long Focus Capital Management
Puerto Rico
– -$913K -13,000 Closed
LWM
2577
Liberty Wealth Management
California
– -$903K -12,855 Closed
I
2578
InceptionR
California
– -$902K -12,837 Closed
SM
2579
Sciencast Management
New Jersey
– -$876K -12,471 Closed
CS
2580
Cannell & Spears
New York
– -$862K -12,272 Closed
SAM
2581
Strategy Asset Managers
California
– -$857K -12,203 Closed
IIA
2582
IPG Investment Advisors
California
– -$810K -11,534 Closed
FRM
2583
Fox Run Management
Connecticut
– -$810K -11,534 Closed
UFF
2584
USA Financial Formulas
Michigan
– -$805K -11,462 Closed
1C
2585
111 Capital
France
– -$776K -11,054 Closed
Capital Fund Management (CFM)
2586
Capital Fund Management (CFM)
France
– -$751K -10,686 Closed
FTUS
2587
Flow Traders U.S.
New York
– -$747K -10,641 Closed
CBA
2588
Coastal Bridge Advisors
Connecticut
– -$741K -10,552 Closed
GCP
2589
GSA Capital Partners
United Kingdom
– -$705K -10,030 Closed
GCM
2590
Gallacher Capital Management
Colorado
– -$646K -9,192 Closed
ISFAN
2591
Investor's Fiduciary Advisor Network
Washington
– -$632K -9,004 Closed
CPM
2592
Connective Portfolio Management
New York
– -$632K -9,000 Closed
BTIM
2593
BancFirst Trust & Investment Management
Oklahoma
– -$590K -8,385 Closed
OAM
2594
Oxford Asset Management
United Kingdom
– -$501K -7,131 Closed
GAA
2595
Global Assets Advisory
Florida
– -$495K -7,051 Closed
SLWA
2596
San Luis Wealth Advisors
California
– -$459K -6,529 Closed
LWM
2597
LongView Wealth Management
Georgia
– -$427K -6,082 Closed
WP
2598
WMS Partners
Maryland
– -$409K -5,822 Closed
MWM
2599
Maridea Wealth Management
New York
– -$381K -5,428 Closed
GWM
2600
Gitterman Wealth Management
New Jersey
– -$378K -5,377 Closed
102 103
104
105 106