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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 %
PCA
1201
Providence Capital Advisors
North Carolina
$1.03M +$346K +4,823 +51%
ACM
1202
Aljian Capital Management
Nevada
$1.03M +$26.6K +371 +3%
VPP
1203
Vertex Planning Partners
Illinois
$1.02M -$5.96K -83 -0.6%
ITFISA
1204
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.02M +$665K +9,261 +189%
CCM
1205
Cohen Capital Management
California
$1.02M – – –
KP
1206
Keel Point
Alabama
$1.02M +$263K +3,658 +35%
FNBSF
1207
First National Bank Sioux Falls
South Dakota
$1.01M – – –
LF
1208
LifeSteps Financial
California
$1.01M +$7.04K +98 +0.7%
FFA
1209
Fragasso Financial Advisors
Pennsylvania
$1.01M +$16.2K +225 +2%
I
1210
INVST
Indiana
$1.01M +$1.01M +14,091 New
RWP
1211
Ridgecrest Wealth Partners
California
$1.01M -$69.8K -972 -6%
CSC
1212
Cove Street Capital
California
$1.01M -$584K -8,130 -37%
FFA
1213
Florida Financial Advisors
Florida
$1M +$590K +8,242 +142%
Financial Engines Advisors
1214
Financial Engines Advisors
California
$1M -$74.3K -1,035 -7%
SG
1215
StoneX Group
New York
$1M -$91.8K -1,279 -8%
GI
1216
Gradient Investments
Minnesota
$993K -$23K -320 -2%
HWP
1217
Highline Wealth Partners
California
$992K +$11.2K +156 +1%
AGWCA
1218
Annis Gardner Whiting Capital Advisors
Florida
$991K -$1.65M -23,025 -63%
HBT
1219
Hills Bank & Trust
Iowa
$990K +$43.1K +600 +5%
WAG
1220
Wallace Advisory Group
California
$990K -$200K -2,849 -17%
PAMG
1221
Patton Albertson Miller Group
Tennessee
$990K – – –
WWM
1222
Western Wealth Management
Colorado
$989K +$117K +1,635 +13%
CWP
1223
Cyndeo Wealth Partners
Florida
$988K +$17.8K +248 +2%
CIA
1224
Cladis Investment Advisory
Montana
$985K – – –
CCA
1225
Childress Capital Advisors
Texas
$983K +$169K +2,351 +21%
47 48
49
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