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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 %
AWS
551
Atria Wealth Solutions
New York
$6.39M -$564K -7,851 -8%
ATC
552
Argent Trust Co
Tennessee
$6.38M +$175K +2,434 +3%
HFS
553
Hantz Financial Services
Michigan
$6.35M -$224K -3,115 -3%
GFA
554
Gifford Fong Associates
California
$6.32M – – –
UAM
555
Unison Asset Management
Florida
$6.32M -$538K -8,310 -8%
WIA
556
World Investment Advisors
California
$6.29M +$482K +6,712 +8%
FFA
557
Farther Finance Advisors
California
$6.26M +$588K +8,252 +10%
YIH
558
Y-Intercept (HK)
Hong Kong
$6.24M -$982K -13,675 -14%
WAM
559
Wolverine Asset Management
Illinois
$6.22M +$3.34M +46,541 +116%
WAS
560
Wesleyan Assurance Society
United Kingdom
$6.21M – – –
MWM
561
Mission Wealth Management
California
$6.2M +$50.4K +702 +0.8%
HCM
562
Hodges Capital Management
Texas
$6.18M -$970K -13,514 -14%
OCM
563
Olstein Capital Management
New York
$6.15M -$236K -3,284 -4%
MCM
564
Mill Capital Management
North Carolina
$6.11M -$21.5K -300 -0.4%
SFA
565
Semmax Financial Advisors
North Carolina
$6.1M +$187K +2,583 +3%
PEAK6
566
PEAK6
Illinois
$6.09M +$560K +7,801 +10%
CA
567
Clearstead Advisors
Ohio
$6.08M -$506K -7,055 -8%
MIS
568
Morningstar Investment Services
Illinois
$6.07M -$6.66M -92,733 -52%
SCM
569
Shelton Capital Management
Colorado
$6.03M -$3.22M -44,895 -35%
SI
570
Stephens Inc
Arkansas
$6M -$266K -3,700 -4%
LAM
571
Lingohr Asset Management
Germany
$6M +$4.85M +67,935 +422%
JWCA
572
J.W. Cole Advisors
Florida
$5.99M +$3.06M +42,648 +105%
Empower Advisory Group
573
Empower Advisory Group
Colorado
$5.98M -$846K -11,787 -12%
NP
574
NorthRock Partners
Minnesota
$5.97M +$662K +9,224 +12%
CA
575
Continental Advisors
Utah
$5.97M – – –
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