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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 %
CIA
751
Capital Investment Advisors
Georgia
$3.23M -$151K -2,103 -4%
SCI
752
S&CO Inc
Massachusetts
$3.22M -$636K -8,855 -17%
COI
753
Connable Office Inc
Michigan
$3.21M -$1.3M -18,178 -29%
AWM
754
Angeles Wealth Management
California
$3.2M +$12.2K +170 +0.4%
SP
755
SWS Partners
Ohio
$3.19M -$86.4K -1,203 -3%
HPC
756
HM Payson & Co
Maine
$3.18M -$27.1K -378 -0.8%
VNIM
757
Vaughan Nelson Investment Management
Texas
$3.18M – – –
DLCIG
758
D.L. Carlson Investment Group
New Hampshire
$3.17M -$60K -836 -2%
SSWM
759
Smith Salley Wealth Management
North Carolina
$3.14M +$106K +1,474 +3%
BP
760
Ballentine Partners
Massachusetts
$3.14M +$172K +2,391 +6%
WWA
761
WCG Wealth Advisors
Nevada
$3.13M -$286K -3,984 -8%
AP
762
Adero Partners
California
$3.11M +$21.3K +297 +0.7%
LOAMS
763
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.1M -$489K -6,812 -14%
AG
764
Ascent Group
Virginia
$3.09M -$948K -13,199 -23%
CA
765
Cullinan Associates
Kentucky
$3.08M +$50.3K +701 +2%
M1FG
766
Mach-1 Financial Group
Arkansas
$3.08M +$2.67M +37,143 +652%
FSA
767
Franklin Street Advisors
North Carolina
$3.07M -$31.6K -440 -1%
ACM
768
Argyle Capital Management
Pennsylvania
$3.07M – – –
FMI
769
F/M Investments
District of Columbia
$3.07M -$132K -1,832 -4%
ACI
770
Alpha Cubed Investments
California
$3.06M +$464K +6,467 +18%
WPC
771
White Pine Capital
Minnesota
$3.06M -$20.1K -280 -0.7%
GI
772
GS Investments
Minnesota
$3.04M – – –
EFM
773
E Fund Management
China
$3.04M +$364K +5,065 +14%
PBK
774
Peoples Bank (Kansas)
Kansas
$3.03M -$38.4K -535 -1%
VFA
775
Voya Financial Advisors
Connecticut
$3.02M +$192K +2,714 +7%
29 30
31
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