WFC icon

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 %
AWM
976
Aviso Wealth Management
Washington
$1.73M -$299K -4,165 -15%
IA
977
Insight Advisors
Pennsylvania
$1.73M +$8.97K +125 +0.5%
RCM
978
Rokos Capital Management
United Kingdom
$1.72M +$1.72M +24,045 New
WBC
979
Westpac Banking Corp
Australia
$1.72M -$439K -6,122 -20%
OCM
980
One Capital Management
California
$1.71M +$95.3K +1,328 +6%
NS
981
NBC Securities
Alabama
$1.71M +$1.71M +23,767 +99,029%
FG
982
Fiduciary Group
Georgia
$1.7M -$10.1K -140 -0.6%
FSA
983
Fort Sheridan Advisors
Illinois
$1.69M -$29.8K -415 -2%
HIC
984
Holderness Investments Company
North Carolina
$1.69M -$11.4K -159 -0.7%
FWA
985
FOCUS Wealth Advisors
Texas
$1.69M +$87.2K +1,215 +5%
EWA
986
EverSource Wealth Advisors
Alabama
$1.69M +$139K +1,941 +9%
HAM
987
Hedges Asset Management
Nevada
$1.69M -$215K -3,000 -11%
IAN
988
Integrated Advisors Network
Texas
$1.68M -$2.3K -32 -0.1%
MG
989
Mather Group
Illinois
$1.68M +$192K +2,680 +13%
FRA
990
Frank Rimerman Advisors
California
$1.68M +$204K +2,848 +14%
PPWP
991
Premier Path Wealth Partners
New Jersey
$1.68M +$16.9K +235 +1%
TFA
992
Trinity Financial Advisors
Ohio
$1.67M +$80.5K +1,226 +5%
CNBTD
993
Citizens National Bank Trust Department
Mississippi
$1.66M – – –
CGPCS
994
Capital Group Private Client Services
California
$1.65M -$49.6M -691,581 -97%
BFIM
995
Beese Fulmer Investment Management
Ohio
$1.65M -$21.5K -300 -1%
JIP
996
Jaffetilchin Investment Partners
Florida
$1.64M +$26.7K +372 +2%
HCM
997
Howard Capital Management
Georgia
$1.64M -$219K -3,045 -12%
SBIA
998
Sheaff Brock Investment Advisors
Indiana
$1.64M -$804K -11,198 -33%
BBL
999
Beck Bode LLC
Massachusetts
$1.63M +$1.63M +22,698 New
SC
1000
Syon Capital
California
$1.62M +$247K +3,446 +18%
38 39
40
41 42