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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 %
GFA
1251
Gallagher Fiduciary Advisors
Illinois
$947K -$1.72K -24 -0.2%
DDC
1252
DF Dent & Co
Maryland
$947K +$718K +10,000 +314%
LCAM
1253
London & Capital Asset Management
United Kingdom
$946K -$2.01K -28 -0.2%
WAM
1254
Weatherly Asset Management
California
$945K – – –
1SB
1255
1ST Source Bank
Indiana
$945K +$1.01K +14 +0.1%
SWM
1256
Segment Wealth Management
Texas
$945K +$16.1K +224 +2%
RCWM
1257
Royal Capital Wealth Management
Indiana
$939K +$26.9K +374 +3%
QC
1258
Quent Capital
New York
$936K +$30.8K +429 +3%
SWM
1259
Shakespeare Wealth Management
Wisconsin
$934K -$59.1K -823 -6%
CA
1260
Carson Advisory
Georgia
$933K -$16.6K -231 -2%
FMWA
1261
Forvis Mazars Wealth Advisors
Missouri
$932K +$11.4K +159 +1%
RIA
1262
Richwood Investment Advisors
Ohio
$929K -$13.1K -183 -1%
EW
1263
Entruity Wealth
California
$928K -$25.1K -350 -3%
MWM
1264
Modern Wealth Management
Kansas
$926K +$127K +1,773 +16%
HFO
1265
Heritage Family Offices
Arizona
$926K +$1.29K +18 +0.1%
FC
1266
FORA Capital
Florida
$925K +$925K +12,890 New
CIS
1267
Capital International Sarl
California
$925K -$1.96M -27,238 -68%
OL
1268
Optas LLC
Texas
$922K +$470K +6,548 +104%
FLI
1269
Family Legacy Inc
South Carolina
$922K +$2.66K +37 +0.3%
CWP
1270
Concord Wealth Partners
Virginia
$920K +$373K +5,200 +68%
SAI
1271
Savvy Advisors Inc
New York
$918K +$101K +1,408 +12%
QWP
1272
Quotient Wealth Partners
Texas
$917K +$50.9K +709 +6%
IWA
1273
IVC Wealth Advisors
Pennsylvania
$915K -$2.37K -33 -0.3%
FA
1274
Fermata Advisors
California
$915K +$691K +9,629 +308%
SIM
1275
Studio Investment Management
Illinois
$911K -$226K -3,144 -20%
49 50
51
52 53