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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 %
EFG
1051
Everhart Financial Group
Ohio
$1.4M +$66.5K +926 +5%
WIS
1052
Wright Investors Service
Connecticut
$1.4M +$437K +6,084 +45%
NEI
1053
Northwest & Ethical Investments
Ontario, Canada
$1.39M +$1.39M +19,447 New
MEAC
1054
M.E. Allison & Co
Texas
$1.39M +$72 +1 +0%
FDS
1055
First Dallas Securities
Texas
$1.38M +$208K +2,903 +18%
CA
1056
Continuum Advisory
Idaho
$1.38M +$239K +3,336 +21%
KIG
1057
Kennedy Investment Group
New Jersey
$1.38M -$60.8K -847 -4%
CC
1058
Chicago Capital
Illinois
$1.38M – – –
LC
1059
Lindbrook Capital
California
$1.38M -$44.1K -614 -3%
FA
1060
Fiduciary Alliance
South Carolina
$1.37M -$188K -2,621 -12%
AIA
1061
Affinity Investment Advisors
California
$1.37M -$29.1K -405 -2%
GFM
1062
GF Fund Management
China
$1.36M +$929K +12,944 +214%
MWM
1063
Meridian Wealth Management
Kentucky
$1.36M +$709K +9,871 +108%
HH
1064
Hilltop Holdings
Texas
$1.36M +$118K +1,649 +10%
CC
1065
Courier Capital
New York
$1.36M -$65.5K -912 -5%
IA
1066
Integrity Alliance
Iowa
$1.36M +$1.36M +18,892 New
MSR
1067
Main Street Research
Connecticut
$1.36M -$136K -1,893 -9%
CGL
1068
Clarius Group LLC
Washington
$1.36M -$13.9K -193 -1%
LA
1069
LexAurum Advisors
Kansas
$1.35M -$6.89K -96 -0.5%
IAMOG
1070
Investors Asset Management of Georgia
Georgia
$1.35M -$53.1K -740 -4%
AAS
1071
Ameritas Advisory Services
Nebraska
$1.35M +$31.5K +442 +2%
WTB
1072
Washington Trust Bank
Washington
$1.35M +$27.1K +377 +2%
PMA
1073
Prudent Man Advisors
Illinois
$1.34M +$31.7K +442 +2%
WBWA
1074
William B. Walkup & Associates
South Carolina
$1.34M +$59.6K +830 +5%
ACS
1075
Archford Capital Strategies
Illinois
$1.34M +$1.34M +18,631 New
41 42
43
44 45