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 %
NWM
1026
Napa Wealth Management
California
$1.5M +$1.5M +20,828 New
RA
1027
Ransom Advisory
Rhode Island
$1.49M +$1.49M +20,786 New
FFBTD
1028
First Financial Bank - Trust Division
Ohio
$1.49M -$3.52K -49 -0.2%
AWA
1029
Aaron Wealth Advisors
Illinois
$1.48M +$71.4K +995 +5%
LPAM
1030
Lodestar Private Asset Management
California
$1.48M +$448K +6,245 +43%
LI
1031
Louisbourg Investments
New Brunswick, Canada
$1.48M -$20.5K -400 -1%
SS
1032
Sunbelt Securities
Texas
$1.48M -$202K -2,817 -12%
CTC
1033
Cetera Trust Company
Minnesota
$1.47M – – –
EGM
1034
Engineers Gate Manager
New York
$1.46M -$2.8M -38,981 -66%
MMPW
1035
Mitchell McLeod Pugh & Williams
Alabama
$1.46M +$22.5K +313 +2%
GCP
1036
Garda Capital Partners
Minnesota
$1.46M +$1.46M +20,345 New
TPWA
1037
TRUE Private Wealth Advisors
Oregon
$1.46M -$503 -7 -0%
JF
1038
Jump Financial
Illinois
$1.46M +$38.7K +539 +3%
LIA
1039
LS Investment Advisors
Michigan
$1.45M – – –
PFA
1040
Pure Financial Advisors
California
$1.45M +$166K +2,317 +13%
BCWM
1041
Bartlett & Co Wealth Management
Ohio
$1.45M -$136K -1,894 -9%
CI
1042
CX Institutional
Indiana
$1.45M -$20.7K -289 -1%
JSL
1043
JT Stratford LLC
Georgia
$1.44M -$65.8K -917 -4%
BCG
1044
Breakwater Capital Group
New Jersey
$1.44M +$204K +2,848 +17%
HA
1045
Harbor Advisors
Florida
$1.44M – – –
SM
1046
Sweeney & Michel
California
$1.41M +$1.41M +22,780 New
TAM
1047
Tealwood Asset Management
Minnesota
$1.4M -$163K -2,265 -10%
SRC
1048
Sage Rhino Capital
California
$1.4M -$25.1K -350 -2%
TCOT
1049
Trust Company of Toledo
Ohio
$1.4M -$232K -3,226 -14%
FBT
1050
First Bank & Trust
South Dakota
$1.4M – – –
40 41
42
43 44