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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 %
BB
1126
Busey Bank
Illinois
$1.22M +$48K +668 +4%
ANTB
1127
AMG National Trust Bank
Colorado
$1.22M +$271K +3,771 +29%
BCM
1128
Boltwood Capital Management
California
$1.21M -$5.38K -75 -0.4%
NB
1129
Nicolet Bankshares
Wisconsin
$1.21M +$144K +2,000 +13%
DAS
1130
Diversify Advisory Services
Utah
$1.21M -$15K -211 -1%
BBA
1131
BLB&B Advisors
Pennsylvania
$1.21M -$153K -2,130 -11%
KC
1132
Knuff & Co
California
$1.2M – – –
CA
1133
Claro Advisors
Massachusetts
$1.2M +$173K +2,408 +17%
FCCM
1134
First City Capital Management
Georgia
$1.2M -$76.4K -1,064 -6%
PAM
1135
Palisade Asset Management
Minnesota
$1.19M – – –
IAS
1136
Insigneo Advisory Services
Florida
$1.19M +$84.5K +1,177 +8%
BGC
1137
Beutel, Goodman & Co
Ontario, Canada
$1.19M +$1.19M +16,515 New
PWPS
1138
Pinnacle Wealth Planning Services
Ohio
$1.18M +$112K +1,562 +11%
LI
1139
LMCG Investments
Massachusetts
$1.18M -$12K -167 -1%
GM
1140
GeoWealth Management
Illinois
$1.17M -$427K -5,949 -27%
XF
1141
XML Financial
Maryland
$1.17M +$9.26K +129 +0.8%
PWA
1142
Providence Wealth Advisors
Illinois
$1.16M +$16.7K +235 +1%
SWM
1143
Sendero Wealth Management
Texas
$1.15M -$324K -4,508 -22%
SC
1144
Sawyer & Company
Massachusetts
$1.15M -$61K -850 -5%
LD
1145
Lipe & Dalton
New York
$1.15M -$35.9K -500 -3%
CWA
1146
Crux Wealth Advisors
California
$1.15M +$436K +6,069 +61%
JWM
1147
Jupiter Wealth Management
Colorado
$1.14M – – –
OWP
1148
Obermeyer Wealth Partners
Colorado
$1.14M -$144K -2,012 -11%
EA
1149
Eclectic Associates
California
$1.13M -$1.15K -16 -0.1%
MMHP
1150
Murphy Middleton Hinkle & Parker
Georgia
$1.13M -$933 -13 -0.1%
44 45
46
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