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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 %
RWP
1076
RWA Wealth Partners
Massachusetts
$1.33M -$52.3K -729 -4%
EM
1077
Excalibur Management
Massachusetts
$1.33M -$61.7K -860 -4%
FB
1078
Fulton Bank
Pennsylvania
$1.33M -$62.8K -875 -5%
SQA
1079
Simon Quick Advisors
New Jersey
$1.33M +$339K +4,720 +34%
AC
1080
Annandale Capital
Texas
$1.32M -$5.67K -79 -0.4%
RPCONE
1081
Retirement Planning Company of New England
Rhode Island
$1.32M +$10.3K +144 +0.8%
SL
1082
Sentry LLC
Tennessee
$1.32M -$7.68K -107 -0.6%
SMA
1083
Sage Mountain Advisors
Georgia
$1.32M +$1.01K +14 +0.1%
MCM
1084
MV Capital Management
Maryland
$1.31M +$6.53K +91 +0.5%
SAM
1085
Sompo Asset Management
Japan
$1.31M +$28.7K +400 +2%
LFA
1086
Legacy Financial Advisors
Kentucky
$1.31M +$158K +2,204 +14%
CUAMC
1087
China Universal Asset Management Company
China
$1.31M +$103K +1,428 +8%
LCM
1088
Lazari Capital Management
California
$1.31M -$65.9K -918 -5%
MCM
1089
Mainstay Capital Management
Michigan
$1.31M -$117K -1,633 -8%
FNT
1090
First National Trust
Pennsylvania
$1.31M -$65.3K -910 -5%
DWA
1091
Delap Wealth Advisory
Oregon
$1.3M – – –
JSW
1092
Journey Strategic Wealth
New Jersey
$1.3M +$50K +697 +4%
EFS
1093
Essex Financial Services
Connecticut
$1.3M -$56.4K -786 -4%
PI
1094
PFG Investments
New York
$1.3M +$2.87K +40 +0.2%
GS
1095
GTS Securities
New York
$1.29M -$660K -9,192 -34%
BOC
1096
Barbara Oil Co
Illinois
$1.29M – – –
PFO
1097
PMC FIG Opportunities
Israel
$1.29M +$1.29M +18,000 New
VA
1098
VestGen Advisors
Illinois
$1.28M +$1.28M +17,880 New
EWA
1099
Exencial Wealth Advisors
Oklahoma
$1.28M +$21.6K +301 +2%
RAG
1100
RIA Advisory Group
Iowa
$1.28M -$216K -3,006 -14%
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