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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 %
ECM
901
Evergreen Capital Management
Washington
$2.12M +$173K +2,407 +9%
XWM
902
Xcel Wealth Management
Florida
$2.12M – – –
DWM
903
Diversify Wealth Management
Utah
$2.11M -$119K -1,672 -5%
PDL
904
Portfolio Design Labs
California
$2.1M -$2.79M -38,896 -57%
CFM
905
Catalyst Funds Management
Australia
$2.09M -$3.87M -53,940 -65%
CWM
906
Congress Wealth Management
Massachusetts
$2.08M +$1.54M +21,202 +285%
RHAM
907
Round Hill Asset Management
California
$2.08M -$445K -6,195 -18%
TPW
908
Talon Private Wealth
Florida
$2.07M +$2.01M +27,744 +3,464%
FPWM
909
FSB Premier Wealth Management
Iowa
$2.07M +$281K +3,908 +16%
EWM
910
Empirical Wealth Management
Washington
$2.07M +$435K +6,053 +27%
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$2.07M -$216K -3,003 -9%
HI
912
Harbour Investments
Wisconsin
$2.06M +$7.11K +99 +0.3%
RIL
913
Rothschild Investment LLC
Illinois
$2.06M +$25.3K +352 +1%
AC
914
Apella Capital
Connecticut
$2.06M +$230K +3,474 +13%
AA
915
Argent Advisors
Louisiana
$2.06M -$19.5K -272 -0.9%
NNPTE
916
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.06M -$27.7M -385,213 -93%
IAIM
917
International Assets Investment Management
Florida
$2.05M +$2.05M +947,716 New
WI
918
WrapManager Inc
California
$2.05M -$274K -3,810 -12%
Fisher Asset Management
919
Fisher Asset Management
Washington
$2.05M -$86.9K -1,210 -4%
USCWA
920
U.S. Capital Wealth Advisors
Texas
$2.05M +$121K +1,690 +6%
FM
921
Freemont Management
Switzerland
$2.04M -$201K -2,800 -9%
LCOV
922
London Company of Virginia
Virginia
$2.03M +$244K +3,404 +14%
FFS
923
Founders Financial Securities
Maryland
$2.01M -$58.5K -842 -3%
MAM
924
Mystic Asset Management
Rhode Island
$2.01M -$19K -265 -0.9%
WG
925
Winton Group
United Kingdom
$2.01M +$1.21M +16,883 +152%
35 36
37
38 39