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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 %
HA
2601
Helium Advisors
Washington
– -$367K -5,230 Closed
TC
2602
Taika Capital
Florida
– -$364K -5,180 Closed
CNTOF
2603
Canandaigua National Trust of Florida
New York
– -$355K -5,058 Closed
VCP
2604
Vista Capital Partners
Oregon
– -$302K -4,299 Closed
BWP
2605
Balboa Wealth Partners
Arizona
– -$301K -4,290 Closed
CWP
2606
Core Wealth Partners
California
– -$298K -4,237 Closed
SCM
2607
Spring Capital Management
Texas
– -$290K -4,128 Closed
CFG
2608
CKW Financial Group
Hawaii
– -$274K -3,900 Closed
SWIG
2609
Strategic Wealth Investment Group
Kentucky
– -$268K -3,815 Closed
CCM
2610
Crabel Capital Management
California
– -$267K -3,798 Closed
GWM
2611
Greenwich Wealth Management
Connecticut
– -$244K -3,475 Closed
QPW
2612
Quantum Private Wealth
Florida
– -$243K -3,463 Closed
GGS
2613
Galvin Gaustad & Stein
Arizona
– -$243K -3,462 Closed
AC
2614
Addison Capital
Pennsylvania
– -$242K -3,444 Closed
ET
2615
Entropy Technologies
New York
– -$239K -3,400 Closed
CST
2616
Charles Schwab Trust
Nevada
– -$238K -3,387 Closed
CCM
2617
Chiron Capital Management
Florida
– -$237K -3,371 Closed
JTWM
2618
Jackson Thornton Wealth Management
Alabama
– -$236K -3,365 Closed
WWG
2619
West Wealth Group
California
– -$232K -3,301 Closed
AIA
2620
Angeles Investment Advisors
California
– -$228K -3,250 Closed
IA
2621
IFG Advisory
Georgia
– -$221K -3,145 Closed
FMN
2622
Financial Management Network
California
– -$224K -3,136 Closed
CCS
2623
Concentric Capital Strategies
Connecticut
– -$220K -3,135 Closed
SF
2624
Symphony Financial
Texas
– -$242K -3,106 Closed
WC
2625
Woodstock Corp
Massachusetts
– -$217K -3,085 Closed
103 104
105
106 107