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 %
PCA
776
Pallas Capital Advisors
Massachusetts
$3.01M +$169K +2,349 +6%
HAG
777
HF Advisory Group
Maryland
$3.01M +$284K +3,960 +10%
RA
778
RFG Advisory
Alabama
$3.01M +$355K +4,944 +13%
AC
779
Avestar Capital
New York
$3M +$140K +1,947 +5%
SLI
780
Sumitomo Life Insurance
Japan
$3M -$46.7K -650 -2%
FG
781
Foster Group
Iowa
$2.97M +$142K +1,974 +5%
KIA
782
KCM Investment Advisors
California
$2.96M -$88.2K -1,229 -3%
CAM
783
Cidel Asset Management
Ontario, Canada
$2.94M -$260K -3,617 -8%
CIA
784
Choate Investment Advisors
Massachusetts
$2.94M -$383K -5,333 -12%
GIC
785
Generali Investments CEE
Czech Republic
$2.94M +$2.94M +41,000 New
TAM
786
Trust Asset Management
Texas
$2.94M -$157K -2,184 -5%
HFM
787
Harvest Fund Management
China
$2.93M +$1.58M +22,258 +117%
BCM
788
Brookstone Capital Management
Illinois
$2.92M +$1.65M +22,954 +130%
SCM
789
SCS Capital Management
Massachusetts
$2.91M +$2.91M +40,508 New
IC
790
Inkwell Capital
Florida
$2.89M -$562K -7,827 -16%
IA
791
IFP Advisors
Florida
$2.88M -$633K -8,822 -18%
PA
792
Parallel Advisors
California
$2.86M +$191K +2,655 +7%
SDWIA
793
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.86M +$57.2K +797 +2%
NL
794
NVWM LLC
Pennsylvania
$2.86M +$729K +10,159 +34%
CICI
795
Capital Investment Counsel Inc
North Carolina
$2.86M +$33K +460 +1%
NRD
796
Nebula Research & Development
New York
$2.85M +$1.76M +24,532 +161%
NAS
797
NWF Advisory Services
California
$2.84M -$233K -3,244 -8%
RBI
798
Raiffeisen Bank International
Austria
$2.82M +$824K +11,660 +41%
FFO
799
Fiduciary Family Office
Florida
$2.8M +$2.8M +38,948 New
UAS
800
United Asset Strategies
New York
$2.78M -$64.3K -895 -2%
30 31
32
33 34