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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 %
OC
801
Oarsman Capital
Wisconsin
$2.78M +$22.7K +316 +0.8%
MYLI
802
Meiji Yasuda Life Insurance
Japan
$2.78M -$452K -6,296 -14%
CTC
803
Central Trust Company
Missouri
$2.77M -$247K -3,438 -8%
TBA
804
Tower Bridge Advisors
Pennsylvania
$2.76M +$218K +3,030 +9%
CCP
805
Cunning Capital Partners
North Carolina
$2.76M -$15.9K -221 -0.6%
PTCG
806
Pring Turner Capital Group
California
$2.75M -$65.2K -908 -2%
FIA
807
Foundations Investment Advisors
Arizona
$2.74M +$959K +13,355 +54%
SS
808
SBI Securities
Japan
$2.74M -$3.16K -44 -0.1%
CCM
809
CAAS Capital Management
New York
$2.72M +$1.67M +23,307 +159%
HCP
810
Holt Capital Partners
Texas
$2.71M -$1.8K -25 -0.1%
YC
811
Yarbrough Capital
Tennessee
$2.69M – – –
LCM
812
Legato Capital Management
California
$2.69M – – –
AGC
813
Aspen Grove Capital
Colorado
$2.67M -$10.6K -147 -0.4%
TW
814
Transform Wealth
Colorado
$2.66M -$222K -3,088 -8%
MFIM
815
Mesirow Financial Investment Management
Illinois
$2.66M +$1.39M +19,333 +109%
CF
816
Centaurus Financial
California
$2.66M -$5.1K -71 -0.2%
BEI
817
Benjamin Edwards Inc
Missouri
$2.66M -$697K -9,708 -21%
EWM
818
Evercore Wealth Management
New York
$2.64M -$12.1K -169 -0.5%
AMM
819
American Money Management
California
$2.64M – – –
FCBT
820
First Citizens Bank & Trust
North Carolina
$2.63M +$55.9K +778 +2%
CAAS
821
Capital Asset Advisory Services
Michigan
$2.63M -$624K -8,637 -19%
FDP
822
Financiere des Professionnels
Quebec, Canada
$2.63M +$934K +13,011 +55%
BTI
823
Blue Trust Inc
Georgia
$2.61M +$299K +4,160 +13%
NB
824
NBT Bank
New York
$2.59M -$592K -8,252 -19%
AF
825
Ally Financial
Michigan
$2.58M – – –
31 32
33
34 35