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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 %
ET
951
Equitable Trust
Tennessee
$1.86M +$139K +1,943 +8%
PB
952
Pinnacle Bancorp
Nebraska
$1.85M -$186K -2,588 -9%
PBT
953
Pictet Bank & Trust
Bahamas
$1.84M -$888K -12,371 -33%
DWM
954
Drive Wealth Management
Utah
$1.84M +$48K +669 +3%
PFM
955
Potomac Fund Management
Florida
$1.83M +$43.2K +675 +2%
CWM
956
Chemistry Wealth Management
New York
$1.81M -$9.26K -129 -0.5%
CA
957
CWC Advisors
Oregon
$1.81M +$603K +8,398 +50%
SF
958
Summit Financial
New Jersey
$1.81M +$83.6K +1,165 +5%
CIC
959
Carnegie Investment Counsel
Ohio
$1.8M +$186K +2,985 +11%
JWM
960
Jeppson Wealth Management
California
$1.79M -$38.4K -535 -2%
DWM
961
Dynasty Wealth Management
Florida
$1.79M +$14.9K +207 +0.8%
AWA
962
Arkadios Wealth Advisors
Georgia
$1.77M +$188K +2,612 +12%
QIM
963
Quantitative Investment Management
Virginia
$1.77M +$1.77M +24,688 New
SAM
964
Silvercrest Asset Management
New York
$1.77M +$41.7K +581 +2%
BDLIB
965
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.76M +$1.76M +25,000 New
HT
966
HAP Trading
New York
$1.76M -$2.54M -35,364 -59%
HSA
967
HBK Sorce Advisory
Pennsylvania
$1.76M +$116K +1,617 +7%
NHC
968
Nicholas Hoffman & Company
Georgia
$1.76M -$250K -3,476 -12%
FHA
969
First Horizon Advisors
Tennessee
$1.75M +$53.2K +741 +3%
LWANC
970
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.75M +$933 +13 +0.1%
MIC
971
Meridian Investment Counsel
California
$1.74M – – –
VIM
972
Vista Investment Management
Pennsylvania
$1.74M -$87.7K -1,222 -5%
GC
973
Gilbert & Cook
Iowa
$1.74M -$83.3K -1,161 -5%
CC
974
Cadinha & Co
Hawaii
$1.73M -$57.4K -800 -3%
SIA
975
Soltis Investment Advisors
Utah
$1.73M +$20.2K +281 +1%
37 38
39
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