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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 %
KWS
826
Keystone Wealth Services
California
$2.58M +$72 +1 +0%
GW
827
Griffith & Werner
Georgia
$2.58M +$152K +2,111 +6%
VVP
828
Venture Visionary Partners
Ohio
$2.58M +$933K +13,002 +57%
WB
829
WesBanco Bank
West Virginia
$2.55M -$50.4K -702 -2%
MMA
830
Miracle Mile Advisors
California
$2.55M +$20.7K +289 +0.8%
CPBTD
831
Central Pacific Bank - Trust Division
Hawaii
$2.54M -$444K -6,187 -15%
CAS
832
Coppell Advisory Solutions
Texas
$2.54M -$744K -10,467 -23%
RCAG
833
Rehmann Capital Advisory Group
Michigan
$2.53M +$214K +2,978 +9%
NW
834
Naviter Wealth
Arkansas
$2.52M -$488K -6,910 -16%
CPIG
835
Chicago Partners Investment Group
Illinois
$2.5M +$151K +2,066 +6%
LS
836
Livforsakringsbolaget Skandia
Sweden
$2.49M -$71.8K -1,000 -3%
TSWM
837
Triangle Securities Wealth Management
North Carolina
$2.48M -$32.6K -454 -1%
DT
838
Diversified Trust
Tennessee
$2.48M +$8.54K +119 +0.3%
AFG
839
Atomi Financial Group
New York
$2.48M +$253K +3,526 +11%
QI
840
QV Investors
Alberta, Canada
$2.46M -$187K -2,600 -7%
MAM
841
Meeder Asset Management
Ohio
$2.45M +$2.39M +33,299 +3,725%
MIM
842
Miller Investment Management
Pennsylvania
$2.45M – – –
IWM
843
Iams Wealth Management
Nebraska
$2.44M -$69.6K -970 -3%
LAM
844
Lummis Asset Management
Texas
$2.42M +$444K +6,192 +22%
SCI
845
Stableford Capital II
Arizona
$2.4M -$2.01K -31 -0.1%
NRS
846
Neville Rodie & Shaw
New York
$2.4M – – –
BBHC
847
Brown Brothers Harriman & Co
New York
$2.4M -$969K -13,491 -29%
MYIA
848
Mount Yale Investment Advisors
Colorado
$2.38M +$333K +4,643 +16%
OWA
849
One Wealth Advisors
California
$2.38M +$386K +5,374 +19%
CI
850
Cigna Investments
Connecticut
$2.37M -$87K -1,212 -4%
32 33
34
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