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 %
SWM
1001
SeaCrest Wealth Management
New York
$1.61M +$61.2K +853 +4%
RPC
1002
Rossmore Private Capital
Connecticut
$1.6M -$20.8K -290 -1%
GA
1003
Guerra Advisors
Florida
$1.6M +$192K +2,672 +14%
BHBT
1004
Burke & Herbert Bank & Trust
Virginia
$1.6M – – –
HFM
1005
Hartford Funds Management
Pennsylvania
$1.6M -$59.5K -829 -4%
DTC
1006
Davidson Trust Company
Washington
$1.6M -$153K -2,128 -9%
WBC
1007
West Branch Capital
Massachusetts
$1.59M +$352K +4,904 +29%
CCM
1008
Collar Capital Management
Wisconsin
$1.59M – – –
MA
1009
Mutual Advisors
Nebraska
$1.58M -$110K -1,574 -7%
AL
1010
Aspiriant LLC
California
$1.57M -$12.2K -170 -0.8%
GIM
1011
Generali Investments Management
Slovenia
$1.56M +$333K +4,641 +27%
PK
1012
Pflug Koory
Nebraska
$1.56M – – –
LIM
1013
Leavell Investment Management
Alabama
$1.56M -$101K -1,400 -6%
CCG
1014
Ceeto Capital Group
Florida
$1.54M – – –
CCB
1015
Country Club Bank
Missouri
$1.54M -$7.78K -110 -0.5%
MC
1016
Martin & Co
Tennessee
$1.52M +$3.02K +42 +0.2%
SCTC
1017
Sanibel Captiva Trust Company
Florida
$1.52M +$285K +3,969 +23%
WG
1018
Welch Group
Alabama
$1.52M -$5.94K -84 -0.4%
MWM
1019
Modera Wealth Management
New Jersey
$1.52M +$39.3K +548 +3%
LWM
1020
LJI Wealth Management
Indiana
$1.51M -$14.6K -204 -1%
GLLW
1021
Graves Light Lenhart Wealth
Virginia
$1.51M +$215 +3 +0%
CIA
1022
Citadel Investment Advisory
Ohio
$1.51M – – –
HSA
1023
Hussman Strategic Advisors
Maryland
$1.51M -$754K -10,500 -33%
LFAS
1024
Level Four Advisory Services
Texas
$1.5M -$145K -2,018 -9%
SIA
1025
Schechter Investment Advisors
Michigan
$1.5M -$119K -1,652 -7%
39 40
41
42 43