WFC icon

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 %
CCM
701
Coldstream Capital Management
Washington
$3.74M +$146K +2,033 +4%
JHCP
702
Jackson Hole Capital Partners
Oklahoma
$3.72M +$42.1K +587 +1%
NG
703
Norden Group
Utah
$3.69M -$228K -3,179 -6%
3IP
704
3Chopt Investment Partners
Virginia
$3.68M +$256K +3,568 +7%
CG
705
Cynosure Group
Utah
$3.68M -$3.68M -51,198 -50%
PWG
706
Portside Wealth Group
Utah
$3.67M -$388K -5,398 -10%
SW
707
Simplicity Wealth
New Jersey
$3.67M +$2.28M +31,716 +164%
FNBT
708
FineMark National Bank & Trust
Florida
$3.66M -$6.61K -92 -0.2%
FPAS
709
Focus Partners Advisor Solutions
Missouri
$3.65M +$130K +1,812 +4%
AWM
710
Axxcess Wealth Management
California
$3.64M -$1.71M -23,852 -32%
PIWA
711
Prevail Innovative Wealth Advisors
Kansas
$3.64M +$3.64M +50,725 New
RFC
712
Regions Financial Corp
Alabama
$3.64M -$657K -9,154 -15%
PBC
713
Pavion Blue Capital
California
$3.64M -$6.89K -96 -0.2%
4WM
714
44 Wealth Management
Oregon
$3.64M +$11.6K +161 +0.3%
SCA
715
Stonebridge Capital Advisors
Minnesota
$3.64M -$56.3K -784 -2%
CIC
716
Cornercap Investment Counsel
Georgia
$3.64M -$38.5K -536 -1%
LRWA
717
Long Run Wealth Advisors
New York
$3.63M +$3.63M +50,550 New
SCM
718
SOL Capital Management
Maryland
$3.63M – – –
AFS
719
Aft Forsyth & Sober
Florida
$3.62M +$28.7K +400 +0.8%
MA
720
Montag & Associates
Georgia
$3.62M -$166K -2,308 -4%
AWM
721
Avior Wealth Management
Nebraska
$3.61M -$425K -5,920 -11%
VCA
722
Verdence Capital Advisors
Maryland
$3.59M -$198K -2,761 -5%
WJWM
723
Williams Jones Wealth Management
New York
$3.58M -$79.7K -1,110 -2%
Wolverine Trading
724
Wolverine Trading
Illinois
$3.57M -$2.06M -29,200 -37%
OFS
725
OneAscent Financial Services
Alabama
$3.57M +$1.68M +23,485 +89%
27 28
29
30 31