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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 %
PA
1226
Promethium Advisors
Maryland
$983K +$379K +5,285 +63%
BFA
1227
Bragg Financial Advisors
North Carolina
$980K -$25.2K -351 -3%
NCM
1228
Neumann Capital Management
California
$978K – – –
PNC
1229
Park National Corp
Ohio
$978K -$11.6K -161 -1%
ETC
1230
Exchange Traded Concepts
Oklahoma
$975K -$8.51M -118,609 -90%
CPA
1231
Cardiff Park Advisors
California
$975K +$1.01K +14 +0.1%
WA1
1232
Wimmer Associates 1
California
$974K +$1.37K +18 +0.1%
CSP
1233
Cary Street Partners
Virginia
$971K +$119K +1,662 +14%
AIM
1234
Anchor Investment Management
South Carolina
$971K +$1.22K +17 +0.1%
BTW
1235
Boston Trust Walden
Massachusetts
$970K – – –
FMLI
1236
Fukoku Mutual Life Insurance
Japan
$969K -$57.1K -796 -6%
BMA
1237
Brooks Moore & Associates
Tennessee
$968K – – –
TWP
1238
Tyche Wealth Partners
Texas
$968K +$231K +3,224 +31%
SC
1239
SouthState Corp
Florida
$965K +$297K +4,131 +44%
EAM
1240
Empirical Asset Management
Massachusetts
$965K -$3.53M -49,213 -79%
AIIMS
1241
Analyst IMS Investment Management Services
Israel
$964K – – –
CRC
1242
Curi RMB Capital
Illinois
$962K +$52K +725 +6%
KWA
1243
Kingswood Wealth Advisors
California
$958K -$364K -5,066 -28%
NFG
1244
Nations Financial Group
Iowa
$956K +$657K +9,158 +220%
TCM
1245
Telos Capital Management
California
$956K -$15.8K -220 -2%
KCM
1246
Kanawha Capital Management
Virginia
$953K -$17.5K -244 -2%
CP
1247
Clarendon Private
Massachusetts
$953K +$86.5K +1,205 +10%
CWM
1248
C2C Wealth Management
Arizona
$952K – – –
B
1249
Bailard
California
$950K +$289K +4,021 +44%
GC
1250
GFG Capital
Florida
$949K -$4.31K -60 -0.5%
48 49
50
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