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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 %
QPBE
2651
Quintet Private Bank (Europe)
Luxembourg
– -$48.3K -688 Closed
TCG
2652
Transcendent Capital Group
Oklahoma
– -$46K -655 Closed
EFMH
2653
E Fund Management (HK)
Hong Kong
– -$35K -496 Closed
DRP
2654
Decker Retirement Planning
Utah
– -$31.6K -450 Closed
MA
2655
Modus Advisors
Minnesota
– -$30.3K -432 Closed
MCM
2656
MidAtlantic Capital Management
Virginia
– -$29.6K -421 Closed
SSG
2657
Summit Securities Group
New York
– -$21.9K -312 Closed
FIA
2658
FPC Investment Advisory
California
– -$23.9K -303 Closed
SC
2659
Stephens Consulting
Michigan
– -$18K -256 Closed
CP
2660
Castleview Partners
Texas
– -$11.8K -168 Closed
LFA
2661
Legend Financial Advisors
Pennsylvania
– -$10.7K -153 Closed
FWM
2662
FLP Wealth Management
Arkansas
– -$10.2K -145 Closed
FF
2663
Friedenthal Financial
New Jersey
– -$7.59K -108 Closed
MFS
2664
Mattson Financial Services
Michigan
– -$5.65K -100 Closed
WWA
2665
Wingate Wealth Advisors
Massachusetts
– -$6.95K -99 Closed
OSNBOA
2666
Old Second National Bank of Aurora
Illinois
– -$3.58K -51 Closed
HI
2667
Human Investing
Oregon
– -$1.48K -21 Closed
MCM
2668
Mainstream Capital Management
California
– -$1.19K -17 Closed
SMAM
2669
Sugar Maple Asset Management
Wisconsin
– -$351 -5 Closed
ORAM
2670
One River Asset Management
Connecticut
– -$212 -3 Closed
DRS
2671
Deane Retirement Strategies
Louisiana
– -$140 -2 Closed
LOIP
2672
Live Oak Investment Partners
Texas
– -$7.02K – –
103 104 105 106
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