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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 %
BIG
1151
Brookwood Investment Group
Arizona
$1.13M +$1.13M +15,762 New
FCI
1152
Financial Counselors Inc
Kansas
$1.13M -$203K -2,827 -15%
DG
1153
DMC Group
Alabama
$1.13M -$134K -1,870 -11%
LF
1154
Lantz Financial
Illinois
$1.12M +$3.23K +45 +0.3%
SAM
1155
Synergy Asset Management
Washington
$1.12M -$659K -9,176 -37%
DWA
1156
Douglass Winthrop Advisors
New York
$1.11M -$63.5K -885 -5%
CWM
1157
Cornerstone Wealth Management
Missouri
$1.11M -$36K -502 -3%
HCP
1158
Hexagon Capital Partners
Arkansas
$1.11M -$40.3K -562 -4%
LI
1159
Lafayette Investments
Maryland
$1.11M -$43.1K -600 -4%
LIM
1160
Longfellow Investment Management
Massachusetts
$1.1M +$1.1M +15,380 New
SIM
1161
Sterling Investment Management
Arizona
$1.1M -$31.5K -439 -3%
PL
1162
Plancorp LLC
Missouri
$1.1M +$33K +460 +3%
GFP
1163
Gryphon Financial Partners
Ohio
$1.1M +$162K +2,257 +17%
QP
1164
Quilter Plc
United Kingdom
$1.1M – – –
SC
1165
Scratch Capital
Idaho
$1.1M +$790K +11,000 +256%
LGA
1166
Lebenthal Global Advisors
New York
$1.1M +$13K +181 +1%
IVP
1167
Intrinsic Value Partners
Arizona
$1.1M -$42K -585 -4%
NSIM
1168
North Star Investment Management
Illinois
$1.09M +$35.9K +500 +3%
HCM
1169
Hutner Capital Management
Vermont
$1.09M – – –
HWAM
1170
Hennion & Walsh Asset Management
New Jersey
$1.08M -$7.83K -109 -0.7%
GIP
1171
Greatmark Investment Partners
Georgia
$1.08M -$115K -1,605 -10%
AF
1172
Advisornet Financial
Minnesota
$1.08M +$165K +2,293 +18%
CIAS
1173
Capital Investment Advisory Services
North Carolina
$1.08M -$2.01K -28 -0.2%
EWA
1174
Elevate Wealth Advisory
Georgia
$1.07M +$1.07M +14,957 New
CW
1175
CreativeOne Wealth
Kansas
$1.07M +$76K +1,059 +8%
45 46
47
48 49