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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 %
DAS
876
Dynamic Advisor Solutions
Arizona
$2.25M +$2.25M +31,375 New
SCM
877
Schnieders Capital Management
California
$2.24M -$173K -2,410 -7%
SIA
878
SeaBridge Investment Advisors
New Jersey
$2.24M +$1.49M +20,796 +201%
APC
879
Aspire Private Capital
North Carolina
$2.23M +$136K +1,889 +6%
GLR
880
Great Lakes Retirement
Ohio
$2.22M +$9.05K +126 +0.4%
SSW
881
Smith Shellnut Wilson
Mississippi
$2.22M +$36.2K +504 +2%
AIC
882
Argus Investors Counsel
New York
$2.22M +$2.87K +40 +0.1%
AFW
883
Avantra Family Wealth
Pennsylvania
$2.2M +$18.8K +262 +0.9%
GIP
884
Granite Investment Partners
California
$2.2M – – –
FCP
885
Fidelis Capital Partners
Florida
$2.19M -$69.4K -995 -3%
TWM
886
Tradition Wealth Management
Minnesota
$2.18M +$10.3K +143 +0.5%
WGAM
887
Wilkinson Global Asset Management
New York
$2.18M – – –
TC
888
Truvestments Capital
Florida
$2.18M +$2.13M +29,618 +4,148%
SSI
889
Scott & Selber Inc
Texas
$2.17M +$1.44K +20 +0.1%
JIC
890
Johnson Investment Counsel
Ohio
$2.17M -$98.4K -1,370 -4%
MGWM
891
Marks Group Wealth Management
Minnesota
$2.17M -$18.2K -254 -0.8%
BBP
892
Banco BTG Pactual
Brazil
$2.15M +$136K +1,889 +7%
MIM
893
Marco Investment Management
Georgia
$2.15M +$32.3K +450 +2%
MGIA
894
Moneta Group Investment Advisors
Missouri
$2.14M +$32.3K +450 +2%
NAS
895
Nicolet Advisory Services
Wisconsin
$2.14M +$53K +840 +3%
NEWAS
896
N.E.W. Advisory Services
Wisconsin
$2.14M +$102K +1,420 +5%
BAAM
897
Baker Avenue Asset Management
California
$2.14M +$83.8K +1,167 +4%
CAM
898
Carret Asset Management
New York
$2.13M -$12.6K -175 -0.6%
SWM
899
Shelton Wealth Management
Texas
$2.13M +$1.36K +19 +0.1%
APF
900
Alaska Permanent Fund
Alaska
$2.13M – – –
34 35
36
37 38