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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 %
Lido Advisors
401
Lido Advisors
California
$14.2M +$4.3M +59,935 +44%
GL
402
Governors Lane
New York
$13.8M -$3.52M -49,000 -20%
AAS
403
Avantax Advisory Services
Texas
$13.8M +$1.01M +14,089 +8%
EBSAM
404
Eubel Brady & Suttman Asset Management
Ohio
$13.8M -$3.43M -47,801 -20%
OAC
405
OMERS Administration Corp
Ontario, Canada
$13.8M -$1.01M -14,094 -7%
MGP
406
Metis Global Partners
California
$13.6M +$1.2M +16,706 +10%
MCM
407
Moore Capital Management
New York
$13.6M -$42.2M -587,395 -76%
GIBU
408
Gulf International Bank (UK)
United Kingdom
$13.6M -$5.96M -83,084 -31%
KOCAA
409
Knights of Columbus Asset Advisors
Connecticut
$13.5M +$633K +8,821 +5%
PA
410
Pinnacle Associates
New York
$13.4M +$17.9K +249 +0.1%
GIM
411
Grassi Investment Management
California
$13.3M -$89.5K -1,247 -0.7%
ELC
412
Edgar Lomax Company
Virginia
$13.3M -$20.4M -284,030 -61%
Arrowstreet Capital
413
Arrowstreet Capital
Massachusetts
$13.3M -$347M -4,827,724 -96%
VSI
414
Verde Servicos Internacionais
Brazil
$13.2M -$9.07M -126,377 -41%
MCM
415
MAI Capital Management
Ohio
$13.1M -$45.7K -637 -0.3%
AF
416
Allworth Financial
California
$13M +$1.18M +17,033 +10%
NG
417
NatWest Group
United Kingdom
$13M +$570K +7,934 +5%
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$12.9M -$953K -13,279 -7%
AUB
419
Atlantic Union Bankshares
Virginia
$12.8M -$1.28M -17,842 -9%
NAM
420
NorthCrest Asset Manangement
Minnesota
$12.7M +$65.8K +917 +0.5%
FCH
421
Freestone Capital Holdings
Washington
$12.7M -$888K -12,373 -7%
LSERS
422
Louisiana State Employees Retirement System
Louisiana
$12.7M -$158K -2,200 -1%
CWA
423
Consilium Wealth Advisory
Texas
$12.7M +$388K +5,407 +3%
AAA
424
Adams Asset Advisors
Texas
$12.6M – – –
SAM
425
Securian Asset Management
Minnesota
$12.5M -$339K -4,728 -3%
15 16
17
18 19