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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 %
RCM
1176
Raleigh Capital Management
North Carolina
$1.07M -$94.7K -1,319 -8%
BF
1177
Brucke Financial
Indiana
$1.07M +$46.8K +659 +5%
WA
1178
WP Advisors
California
$1.07M -$10.2K -142 -0.9%
TNB
1179
Thomasville National Bank
Georgia
$1.06M -$26.1K -364 -2%
HT
1180
Heritage Trust
Oklahoma
$1.06M – – –
NWAG
1181
Net Worth Advisory Group
Utah
$1.06M -$245K -3,409 -19%
IWA
1182
IBEX Wealth Advisors
New Jersey
$1.06M +$1.06M +14,747 New
SAG
1183
SageView Advisory Group
California
$1.06M +$21.3K +297 +2%
PWP
1184
Principle Wealth Partners
Connecticut
$1.05M -$71.8K -1,000 -6%
MIM
1185
MTM Investment Management
South Carolina
$1.05M +$357 +5 +0%
SN
1186
Sittner & Nelson
Oregon
$1.05M -$52.2K -727 -5%
CRWM
1187
Castle Rock Wealth Management
California
$1.05M +$1.06K +15 +0.1%
KCM
1188
Kathmere Capital Management
Pennsylvania
$1.05M -$30.9K -431 -3%
LA
1189
Legacy Advisors
Pennsylvania
$1.05M +$53.7K +748 +5%
TFA
1190
Tranquilli Financial Advisor
New Jersey
$1.05M +$29.8K +415 +3%
AI
1191
Accredited Investors
Minnesota
$1.05M -$205K -2,851 -16%
KIA
1192
Knollwood Investment Advisory
Maryland
$1.05M – – –
CLA
1193
Carnegie Lake Advisors
New Jersey
$1.05M +$40.9K +570 +4%
CCIA
1194
Campbell & Co Investment Adviser
Maryland
$1.05M -$736K -10,246 -41%
SIC
1195
Salem Investment Counselors
North Carolina
$1.04M -$50.3K -700 -5%
EB
1196
Eastern Bank
Massachusetts
$1.04M -$66.6K -928 -6%
BCA
1197
Bay Colony Advisors
Massachusetts
$1.04M -$26.6K -376 -2%
MW
1198
Marcum Wealth
Ohio
$1.04M -$69.5K -968 -6%
CIA
1199
Cascade Investment Advisors
Oregon
$1.04M – – –
PCFFS
1200
Pacific Center for Financial Services
California
$1.03M -$43.4K -605 -4%
46 47
48
49 50