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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 %
CIA
576
Concurrent Investment Advisors
Florida
$5.89M +$2.66M +37,004 +82%
DW30
577
Drucker Wealth 3.0
New Jersey
$5.89M -$402K -5,601 -6%
IAA
578
Independent Advisor Alliance
North Carolina
$5.88M +$356K +4,960 +6%
WS
579
Wedbush Securities
California
$5.83M +$2.09M +29,116 +56%
WDC
580
Woodward Diversified Capital
California
$5.82M +$28.6K +398 +0.5%
KIG
581
Kessler Investment Group
Indiana
$5.78M +$5.69M +79,218 +5,965%
AWM
582
Apollon Wealth Management
South Carolina
$5.77M +$149K +2,069 +3%
OLA
583
Oliver Luxxe Assets
New Jersey
$5.77M +$4.94M +68,844 +595%
VA
584
Vident Advisory
Georgia
$5.75M -$2.49M -34,623 -30%
NC
585
NBW Capital
Massachusetts
$5.75M -$1.84M -25,609 -24%
KWM
586
Kingsview Wealth Management
Oregon
$5.69M +$163K +2,270 +3%
HI
587
Horizon Investments
North Carolina
$5.69M +$29.9K +419 +0.5%
TCM
588
Twin Capital Management
Pennsylvania
$5.69M -$106K -1,480 -2%
JAM
589
Jupiter Asset Management
United Kingdom
$5.68M -$5.2M -72,420 -48%
Envestnet Portfolio Solutions
590
Envestnet Portfolio Solutions
Illinois
$5.65M -$3.63M -50,546 -39%
Twin Tree Management
591
Twin Tree Management
Texas
$5.64M +$5.64M +78,610 New
AIP
592
Ameritas Investment Partners
Nebraska
$5.55M -$735K -10,240 -12%
USAA
593
United Services Automobile Association
Texas
$5.55M – – –
Walleye Trading
594
Walleye Trading
New York
$5.54M +$4.21M +58,582 +315%
LFM
595
LGT Fund Management
Liechtenstein
$5.53M +$2.52M +35,057 +83%
NSEDCP
596
NJ State Employees Deferred Compensation Plan
New Jersey
$5.53M – – –
TW
597
Trajan Wealth
Arizona
$5.53M +$666K +9,275 +14%
HAG
598
HighPoint Advisor Group
Illinois
$5.48M +$1.02M +14,405 +23%
ESBC
599
E.S. Barr & Co
Kentucky
$5.47M -$103K -1,432 -2%
GT
600
Greenleaf Trust
Michigan
$5.45M +$131K +1,829 +2%
22 23
24
25 26