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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 %
GRQ
651
Gardner Russo & Quinn
Pennsylvania
$4.52M -$9.38M -130,655 -68%
EH
652
Equitable Holdings
New York
$4.5M +$656K +9,144 +17%
S
653
SignatureFD
Georgia
$4.46M +$610K +8,497 +16%
OC
654
Optimas Capital
Hong Kong
$4.44M +$1.04M +14,500 +31%
BW
655
Balance Wealth
Ohio
$4.44M +$4.44M +61,824 New
OFS
656
Oldfather Financial Services
Nebraska
$4.43M +$152K +2,119 +4%
TAMH
657
Taikang Asset Management (HK)
Hong Kong
$4.43M +$4.43M +61,721 New
CFB
658
Cullen/Frost Bankers
Texas
$4.42M -$10.6K -148 -0.2%
VanEck Associates
659
VanEck Associates
New York
$4.36M -$80K -1,114 -2%
WC
660
Waterloo Capital
Texas
$4.34M +$317K +4,409 +8%
BP
661
BWM Planning
Texas
$4.31M – – –
CAM
662
Chou Associates Management
Ontario, Canada
$4.27M – – –
PCIA
663
Prime Capital Investment Advisors
Kansas
$4.26M +$1.34M +18,727 +46%
Verition Fund Management
664
Verition Fund Management
Connecticut
$4.25M -$22.3M -310,882 -84%
RCM
665
RNC Capital Management
California
$4.23M +$1.04M +14,477 +33%
PFGIA
666
Patriot Financial Group Insurance Agency
Massachusetts
$4.21M +$202K +2,817 +5%
P
667
Pitcairn
Pennsylvania
$4.21M -$164K -2,287 -4%
EI
668
Ethic Inc
New York
$4.18M +$327K +4,581 +8%
CAMG
669
CWA Asset Management Group
Florida
$4.17M +$685K +9,537 +20%
LDB
670
Lee, Danner & Bass
Tennessee
$4.16M -$35.9K -500 -0.9%
BOS
671
Bank of Stockton
California
$4.11M -$165K -2,293 -4%
TFS
672
Thoroughbred Financial Services
Tennessee
$4.1M +$126K +1,753 +3%
SFM
673
Signet Financial Management
New Jersey
$4.1M +$14.9K +207 +0.4%
PPW
674
Parcion Private Wealth
Washington
$4.09M +$5.89K +82 +0.1%
DFCM
675
Dark Forest Capital Management
Puerto Rico
$4.09M +$3.83M +53,362 +1,504%
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