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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 %
Pacer Advisors
351
Pacer Advisors
Pennsylvania
$18.6M -$12.6M -175,881 -40%
CM
352
Churchill Management
California
$18M +$18M +250,986 New
BAM
353
Berkshire Asset Management
Pennsylvania
$17.7M -$156K -2,122 -0.9%
Brown Advisory
354
Brown Advisory
Maryland
$17.6M -$2.8K -39 -0%
PF
355
Phoenix Financial
Israel
$17.5M -$3.82M -53,150 -18%
IC
356
IEQ Capital
California
$17.4M +$2.11M +29,328 +14%
KA
357
KLCM Advisors
Wisconsin
$17.3M -$296K -4,120 -2%
LAM
358
Lountzis Asset Management
Pennsylvania
$17.3M -$165K -2,371 -0.9%
BAMF
359
BI Asset Management Fondsmaeglerselskab
Denmark
$17.3M +$2.3M +31,986 +15%
EWA
360
EP Wealth Advisors
California
$17.2M +$4.9M +68,186 +40%
EF
361
Empowered Funds
Pennsylvania
$17.1M +$3.48M +48,494 +25%
NIG
362
NFJ Investment Group
Texas
$17M +$17M +236,427 New
KCM
363
Kodai Capital Management
Illinois
$16.8M +$13.8M +192,054 +454%
CL
364
Choreo LLC
Illinois
$16.7M -$2.58M -35,952 -13%
FGP
365
Freestone Grove Partners
California
$16.7M -$28.1M -391,883 -63%
DADC
366
D.A. Davidson & Co
Montana
$16.6M -$645K -8,982 -4%
MAM
367
Mark Asset Management
New York
$16.5M +$4.1M +57,174 +33%
EDRH
368
Edmond de Rothschild Holding
Switzerland
$16.5M -$1.77M -24,719 -10%
AI
369
Atria Investments
North Carolina
$16.4M +$557K +7,752 +4%
SIM
370
Sprucegrove Investment Management
Ontario, Canada
$16.4M -$5.7M -79,367 -26%
CCM
371
Cinctive Capital Management
New York
$16.4M -$1.14M -15,934 -7%
Simplex Trading
372
Simplex Trading
Illinois
$16.3M -$3.97M -55,316 -20%
NIM
373
NEOS Investment Management
Connecticut
$16.2M +$3.15M +43,875 +24%
KRS
374
Kentucky Retirement Systems
Kentucky
$16.1M -$654K -9,115 -4%
GAM
375
Griffin Asset Management
New York
$16M -$1.75M -24,329 -10%
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