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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 %
Fuller & Thaler Asset Management
526
Fuller & Thaler Asset Management
California
$7.25M -$35.5K -494 -0.5%
GIM
527
Goelzer Investment Management
Indiana
$7.24M +$4.07M +56,737 +129%
SC
528
Savant Capital
Illinois
$7.21M +$338K +4,709 +5%
FCM
529
FJ Capital Management
Virginia
$7.19M +$7.19M +100,097 New
AF
530
Alerus Financial
North Dakota
$7.14M +$75.9K +1,057 +1%
GAM
531
Gotham Asset Management
New York
$7.12M +$1.72M +23,915 +32%
HCM
532
Hutchinson Capital Management
California
$7.07M – – –
MFG
533
Monte Financial Group
Connecticut
$7.04M -$947K -14,629 -12%
CG
534
Caprock Group
Idaho
$6.94M +$176K +2,446 +3%
WFC
535
Western Financial Corp
California
$6.91M +$10.4K +145 +0.2%
KRSITF
536
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.87M -$5.31M -74,009 -44%
BFG
537
Beacon Financial Group
Texas
$6.85M -$432K -6,011 -6%
SFI
538
Siemens Fonds Invest
Germany
$6.84M +$17.7K +246 +0.3%
MTIM
539
Marathon Trading Investment Management
Pennsylvania
$6.77M -$22.3M -310,400 -77%
UB
540
UMB Bank
Missouri
$6.75M +$23.5K +327 +0.3%
OBAM
541
ODDO BHF Asset Management
France
$6.73M +$174K +2,430 +3%
CA
542
Commerzbank Aktiengesellschaft
Germany
$6.73M +$2.21M +30,759 +49%
WAM
543
Winslow Asset Management
Ohio
$6.69M -$84.6K -1,178 -1%
Assenagon Asset Management
544
Assenagon Asset Management
Luxembourg
$6.65M -$232K -3,226 -3%
VI
545
Vestcor Inc
New Brunswick, Canada
$6.63M +$2.1M +29,200 +46%
HAI
546
Hennessy Advisors Inc
California
$6.6M -$2.35M -32,700 -26%
BBWA
547
Bell & Brown Wealth Advisors
California
$6.59M -$75.1K -1,046 -1%
CK
548
Cohen Klingenstein
New York
$6.53M – – –
GCM
549
Gibraltar Capital Management
Oklahoma
$6.48M -$2.23M -31,124 -26%
VLKIM
550
Van Lanschot Kempen Investment Management
Netherlands
$6.47M +$169K +2,348 +3%
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