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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 %
WSFS
626
Wilmington Savings Fund Society
Delaware
$4.96M -$98.4K -1,370 -2%
BS
627
Banco Santander
Spain
$4.96M -$870K -12,124 -15%
SGA
628
Strategic Global Advisors
California
$4.93M +$4.93M +68,607 New
SICM
629
Sustainable Insight Capital Management
New York
$4.9M -$423K -5,896 -8%
OIA
630
OneDigital Investment Advisors
Kansas
$4.85M -$617K -8,593 -11%
HT
631
Headlands Technologies
Illinois
$4.82M +$570K +7,938 +13%
OC
632
Oppenheimer & Co
New York
$4.79M +$1.63M +22,759 +52%
BJL
633
Brighton Jones LLC
Washington
$4.78M +$28.1K +391 +0.6%
DWP
634
Daymark Wealth Partners
Ohio
$4.78M +$71.1K +991 +2%
TSW
635
Thompson Siegel & Walmsley
Virginia
$4.76M -$433K -6,028 -8%
CP
636
Clayton Partners
California
$4.75M -$1.27M -17,749 -21%
PFP
637
Pinnacle Financial Partners
Tennessee
$4.74M +$392K +5,509 +9%
BFS
638
Bradley Foster & Sargent
Connecticut
$4.73M -$69.6K -969 -1%
MSA
639
MUFG Securities Americas
New York
$4.66M +$702K +9,778 +18%
MAS
640
Meeder Advisory Services
Ohio
$4.66M +$243K +3,387 +6%
RVM
641
Robinson Value Management
Texas
$4.66M -$32.3K -450 -0.7%
QCG
642
Quadrant Capital Group
Ohio
$4.64M +$1.81M +25,160 +64%
MYAM
643
Meiji Yasuda Asset Management
Japan
$4.63M -$3.52M -48,997 -43%
PAM
644
Paradigm Asset Management
New York
$4.62M – – –
Bessemer Group
645
Bessemer Group
New Jersey
$4.61M -$7.55M -105,244 -62%
CAG
646
Crestwood Advisors Group
Massachusetts
$4.6M +$1.71M +23,753 +59%
SG Americas Securities
647
SG Americas Securities
New York
$4.59M +$4.16M +57,963 +964%
BFM
648
Boothbay Fund Management
New York
$4.58M +$4.58M +63,817 New
FNA
649
First National Advisers
Nebraska
$4.56M -$645K -8,988 -12%
PGFC
650
Peapack-Gladstone Financial Corp
New Jersey
$4.53M +$186K +2,593 +4%
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