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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 %
VFA
726
Valeo Financial Advisors
Indiana
$3.56M +$39.7K +553 +1%
QI
727
Qtron Investments
Massachusetts
$3.55M – – –
RSWM
728
Robertson Stephens Wealth Management
California
$3.55M -$173K -2,412 -5%
AC
729
Asio Capital
Kentucky
$3.55M +$45.2K +629 +1%
CIA
730
Cohen Investment Advisors
New Hampshire
$3.53M +$342K +4,770 +11%
ICM
731
IMS Capital Management
Oregon
$3.5M -$25.6K -357 -0.7%
MC
732
Moors & Cabot
Massachusetts
$3.5M +$35.1K +489 +1%
FT
733
Fiduciary Trust
Massachusetts
$3.5M +$80.3K +1,118 +2%
TCA
734
Transcend Capital Advisors
New Jersey
$3.48M -$75.7K -1,055 -2%
QOP
735
Quinn Opportunity Partners
Virginia
$3.48M -$646K -9,000 -16%
SJL
736
Shayne & Jacobs LLC
Tennessee
$3.46M +$517K +7,200 +18%
TPI
737
Trust Point Inc
Wisconsin
$3.45M -$336K -4,687 -9%
SG
738
Somerset Group
Minnesota
$3.41M -$9.26K -129 -0.3%
GI
739
GAMMA Investing
California
$3.39M +$344K +4,786 +11%
JIC
740
Joel Isaacson & Co
New York
$3.36M +$98.1K +1,367 +3%
PA
741
Profund Advisors
Maryland
$3.35M -$358K -4,991 -10%
TCPW
742
Twin City Private Wealth
North Carolina
$3.35M -$30.3K -422 -0.9%
CHAM
743
Clear Harbor Asset Management
Connecticut
$3.35M -$469K -6,526 -12%
WF
744
Welch & Forbes
Massachusetts
$3.32M -$12.1K -169 -0.4%
SIG
745
Stonegate Investment Group
Alabama
$3.31M +$4.31K +60 +0.1%
GIA
746
Gladstone Institutional Advisory
Florida
$3.3M +$384K +5,342 +13%
MNBTD
747
Moody National Bank Trust Division
Texas
$3.3M +$3.95K +55 +0.1%
UHC
748
Union Heritage Capital
Michigan
$3.3M – – –
Capstone Investment Advisors
749
Capstone Investment Advisors
New York
$3.27M +$353K +4,918 +12%
KCIC
750
Kuhn & Co Investment Counsel
Illinois
$3.23M +$4.38K +61 +0.1%
28 29
30
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