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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 %
ZIC
851
ZWJ Investment Counsel
Georgia
$2.37M -$39.3K -548 -2%
GIA
852
GHP Investment Advisors
Colorado
$2.36M +$68.7K +957 +3%
GSEP
853
Golden State Equity Partners
California
$2.36M -$2.87K -40 -0.1%
BSI
854
Bennett Selby Investments
Maine
$2.35M +$13.2K +184 +0.6%
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.35M +$77.5K +1,079 +3%
RF
856
Roxbury Financial
New Jersey
$2.35M -$38.6K -493 -2%
SAM
857
Shell Asset Management
Netherlands
$2.34M -$111K -1,541 -5%
SCM
858
Silvant Capital Management
Georgia
$2.33M +$41.1K +572 +2%
SCM
859
Stevens Capital Management
Pennsylvania
$2.32M +$2.32M +32,349 New
SACTSONJ
860
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.31M – – –
AWA
861
Arete Wealth Advisors
Illinois
$2.31M +$946K +16,817 +69%
CPC
862
Congress Park Capital
New York
$2.31M +$172K +2,391 +8%
MAWCM
863
Mine & Arao Wealth Creation & Management
California
$2.31M -$2.01K -28 -0.1%
MWM
864
Massachusetts Wealth Management
Massachusetts
$2.31M -$25.8K -360 -1%
CMTU
865
Capital Markets Trading (UK)
United Kingdom
$2.3M +$1.17M +16,315 +104%
AA
866
AF Advisors
California
$2.3M – – –
GC
867
Grimes & Company
Massachusetts
$2.3M -$26.4K -368 -1%
YIA
868
YHB Investment Advisors
Connecticut
$2.3M -$75.9K -1,057 -3%
RFM
869
Royal Fund Management
Florida
$2.29M -$2.28M -31,752 -50%
AAM
870
Auxier Asset Management
Oregon
$2.28M -$11.1K -155 -0.5%
MOS
871
MGO One Seven
Ohio
$2.27M +$292K +4,068 +15%
WP
872
Westmount Partners
California
$2.27M +$19.7K +274 +0.9%
ACA
873
Aptus Capital Advisors
Alabama
$2.27M +$207K +2,881 +10%
PWAM
874
Private Wealth Asset Management
Iowa
$2.26M +$2.26M +31,512 New
ACL
875
Applied Capital LLC
Florida
$2.26M -$11.5K -160 -0.5%
33 34
35
36 37