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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 %
Vontobel Holding
601
Vontobel Holding
Switzerland
$5.45M +$2.14M +29,870 +65%
BFG
602
Bleakley Financial Group
New Jersey
$5.43M +$199K +2,767 +4%
CFO
603
Callan Family Office
Pennsylvania
$5.38M -$1.68M -23,347 -24%
HWM
604
HighMark Wealth Management
Minnesota
$5.37M +$861 +12 +0%
AS
605
Aware Super
Australia
$5.33M – – –
TPCW
606
TD Private Client Wealth
New York
$5.32M -$56.6K -788 -1%
SF
607
Synovus Financial
Georgia
$5.31M -$95.5K -1,331 -2%
FNFDCM
608
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.31M -$180K -2,505 -3%
WCM
609
Weik Capital Management
Pennsylvania
$5.3M -$22.3K -310 -0.4%
MDCM
610
Morgan Dempsey Capital Management
Wisconsin
$5.29M +$5.29M +73,643 New
BCV
611
Banque Cantonale Vaudoise
Switzerland
$5.28M +$5.28M +73,483 New
BFS
612
Bard Financial Services
Connecticut
$5.21M -$238K -3,315 -4%
LAM
613
L2 Asset Management
Massachusetts
$5.2M +$1.23M +17,198 +31%
PIM
614
Plato Investment Management
Australia
$5.19M -$824K -11,354 -14%
BG
615
Bahl & Gaynor
Ohio
$5.19M -$53.5K -745 -1%
RHIG
616
R.H. Investment Group
Arizona
$5.13M -$32.8K -457 -0.6%
CANC
617
Culbertson A N & Co
Virginia
$5.12M -$9.33K -130 -0.2%
AG
618
AIA Group
Hong Kong
$5.07M +$531K +7,396 +12%
RWM
619
Ritholtz Wealth Management
New York
$5.05M +$302K +4,209 +6%
AG
620
Algert Global
California
$5.01M +$918K +12,793 +22%
ECM
621
Eisler Capital Management
United Kingdom
$4.99M +$4.99M +69,574 New
Luther King Capital Management (LKCM)
622
Luther King Capital Management (LKCM)
Texas
$4.99M -$1.19M -16,574 -19%
FLPIM
623
F.L. Putnam Investment Management
Massachusetts
$4.98M +$4.48M +62,406 +901%
BCM
624
Brookmont Capital Management
Texas
$4.97M -$607K -8,462 -11%
RBA
625
Richard Bernstein Advisors
New York
$4.97M -$216K -3,014 -4%
23 24
25
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