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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 %
SAM
926
Smartleaf Asset Management
Massachusetts
$1.99M +$299K +4,233 +18%
MAM
927
Marotta Asset Management
Virginia
$1.99M – – –
PAM
928
Peak Asset Management
Colorado
$1.99M -$149K -2,075 -7%
LKIM
929
Lawson Kroeker Investment Management
Nebraska
$1.99M -$477K -6,640 -19%
HCMT
930
Highland Capital Management (Tennessee)
Tennessee
$1.98M +$718K +10,003 +57%
NCM
931
Northside Capital Management
Oregon
$1.98M +$28.9K +403 +1%
EHC
932
Everett Harris & Co
California
$1.98M +$64.6K +900 +3%
DWA
933
Dorsey Wright & Associates
California
$1.98M +$1.98M +27,517 New
ICM
934
Islay Capital Management
Texas
$1.97M +$53.4K +744 +3%
GAG
935
GM Advisory Group
New York
$1.96M +$14.1K +196 +0.7%
VF
936
Vest Financial
Virginia
$1.96M +$829K +11,547 +74%
PP
937
Pacifica Partners
Canada
$1.95M -$328 -5 -0%
SAM
938
Selway Asset Management
$1.95M -$761K -10,600 -28%
CI
939
Conning Inc
Connecticut
$1.93M -$71.3K -993 -4%
SWP
940
Sagespring Wealth Partners
Tennessee
$1.93M +$492K +6,852 +34%
OCBCO
941
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.93M -$402K -5,595 -17%
WTC
942
WhitTier Trust Company
Nevada
$1.92M -$5.74K -80 -0.3%
WKWM
943
Walter & Keenan Wealth Management
Indiana
$1.91M +$43.2K +602 +2%
SCA
944
Snowden Capital Advisors
New York
$1.91M -$269K -3,746 -12%
CIEC
945
Crédit Industriel et Commercial
France
$1.91M +$1.91M +26,611 New
BMM
946
Buffington Mohr McNeal
Idaho
$1.91M +$273K +3,809 +17%
BIG
947
Brooklyn Investment Group
New York
$1.9M +$229K +3,186 +14%
PTC
948
Private Trust Company
Ohio
$1.89M +$17.9K +249 +1%
ST
949
Sabal Trust
Florida
$1.87M +$398K +5,545 +27%
RMC
950
Resources Management Corp
Connecticut
$1.87M -$17.9K -250 -1%
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