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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 %
PWM
451
Perigon Wealth Management
California
$10.5M -$3.64M -50,699 -26%
GAM
452
Groupama Asset Management
France
$10.5M +$5.11M +72,236 +95%
CCM
453
Channing Capital Management
Illinois
$10.4M -$18.3K -255 -0.2%
TAM
454
Tocqueville Asset Management
New York
$10.4M -$180K -2,513 -2%
WANY
455
Wealthspire Advisors (New York)
New York
$10.3M +$8.61M +119,977 +508%
Squarepoint
456
Squarepoint
New York
$10.3M -$5.09M -70,881 -33%
PCM
457
Poehling Capital Management
Wisconsin
$10.2M -$53.5K -745 -0.5%
AU
458
Algebris (UK)
United Kingdom
$9.95M +$1.43M +21,518 +17%
DWT
459
Dorsey & Whitney Trust
South Dakota
$9.88M +$584K +8,130 +6%
TW
460
TritonPoint Wealth
Maryland
$9.86M -$79.9K -1,113 -0.8%
VW
461
Veridan Wealth
Oregon
$9.84M -$2.3K -32 -0%
SCM
462
SKBA Capital Management
California
$9.8M -$35.9K -500 -0.4%
PL
463
Parkwood LLC
Ohio
$9.78M +$9.78M +136,290 New
SM
464
Salzhauer Michael
$9.77M -$263K -3,500 -3%
CA
465
CSM Advisors
Pennsylvania
$9.74M -$359K -5,000 -4%
MPM
466
Meritage Portfolio Management
Kansas
$9.73M -$56.1K -781 -0.6%
SBFM
467
S-Bank Fund Management
Finland
$9.71M +$9.71M +135,213 New
ERP
468
Eldred Rock Partners
Texas
$9.54M -$1.31M -18,305 -12%
BCCM
469
Black Cypress Capital Management
Florida
$9.49M -$1.95M -27,190 -17%
GI
470
GLOBALT Investments
Georgia
$9.39M +$116K +1,612 +1%
HP
471
Hikari Power
Japan
$9.37M – – –
IG
472
ING Group
Netherlands
$9.35M +$1.29M +17,972 +16%
VIM
473
Vinva Investment Management
Australia
$9.33M -$2.52M -35,691 -21%
NEAM
474
New England Asset Management
Connecticut
$9.32M +$58.5K +815 +0.6%
LF
475
Longbow Finance
Switzerland
$9.32M -$2M -27,880 -18%
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