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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 %
VBFP
1101
Valtinson Bruner Financial Planning
Minnesota
$1.28M -$166K -2,314 -11%
1IA
1102
1834 Investment Advisors
Wisconsin
$1.28M -$129K -1,797 -9%
GL
1103
Graypoint LLC
New York
$1.27M -$35.5K -494 -3%
MAM
1104
Madison Asset Management
Wisconsin
$1.27M -$1.71M -23,884 -57%
WBG
1105
Wharton Business Group
Pennsylvania
$1.27M -$359 -5 -0%
SWM
1106
Spire Wealth Management
Virginia
$1.27M +$126K +1,750 +11%
ESB
1107
Essex Savings Bank
Connecticut
$1.27M -$12.9K -180 -1%
MPIA
1108
Mountain Pacific Investment Advisers
Idaho
$1.27M -$4.6K -64 -0.4%
JCM
1109
Jacobi Capital Management
Pennsylvania
$1.26M +$2.51K +35 +0.2%
CWS
1110
Cypress Wealth Services
California
$1.26M +$113K +1,573 +10%
IC
1111
Iconiq Capital
California
$1.26M +$219K +3,054 +21%
PIM
1112
Penobscot Investment Management
Massachusetts
$1.26M -$201K -2,800 -14%
GPA
1113
Garrison Point Advisors
California
$1.26M +$36.5K +508 +3%
AA
1114
Ancora Advisors
Ohio
$1.26M -$5.38K -75 -0.4%
GVAG
1115
Great Valley Advisor Group
Delaware
$1.25M -$55.1K -768 -4%
MPAM
1116
Murphy Pohlad Asset Management
Minnesota
$1.25M -$91.9K -1,280 -7%
BP
1117
BBR Partners
New York
$1.25M -$9.26K -129 -0.7%
IWM
1118
IHT Wealth Management
Illinois
$1.25M +$82.3K +1,146 +7%
KFSC
1119
Keystone Financial Services (Colorado)
Colorado
$1.25M -$81.6K -1,137 -6%
DWM
1120
Dakota Wealth Management
Florida
$1.24M -$7.83K -109 -0.6%
AA
1121
Alta Advisers
United Kingdom
$1.24M +$445K +6,200 +56%
A
1122
AustralianSuper
Australia
$1.23M -$93.9M -1,307,375 -99%
PW
1123
Potentia Wealth
California
$1.23M -$359K -5,000 -23%
VWM
1124
Vivid Wealth Management
Iowa
$1.23M +$14.2K +198 +1%
DI
1125
Diligent Investors
California
$1.23M +$8.18K +114 +0.7%
43 44
45
46 47