WFC icon

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 %
CNBOF
1276
City National Bank of Florida
Florida
$908K +$52.3K +728 +6%
BCM
1277
Becker Capital Management
Oregon
$903K +$3.66K +51 +0.4%
ISL
1278
Ingalls & Snyder LLC
New York
$903K +$4.95K +69 +0.6%
MSWM
1279
McGlone Suttner Wealth Management
Wisconsin
$901K +$302K +4,201 +50%
SIP
1280
Stoneridge Investment Partners
Pennsylvania
$901K +$901K +12,547 New
CFP
1281
Catalyst Financial Partners
Massachusetts
$895K +$113K +1,572 +14%
NSAM
1282
North Star Asset Management
Wisconsin
$895K -$13.8K -192 -2%
PCM
1283
Pointe Capital Management
Michigan
$895K – – –
AW
1284
Alteri Wealth
California
$893K +$363K +5,053 +68%
CAG
1285
Csenge Advisory Group
Florida
$893K -$177K -2,738 -17%
BFG
1286
Berger Financial Group
Minnesota
$890K +$12K +167 +1%
PFSC
1287
Peoples Financial Services Corp
Pennsylvania
$887K – – –
PFBT
1288
Parkside Financial Bank & Trust
Missouri
$885K +$45.2K +629 +5%
MIA
1289
MeadowBrook Investment Advisors
Michigan
$883K -$9.69K -135 -1%
Kayne Anderson Rudnick Investment Management
1290
Kayne Anderson Rudnick Investment Management
California
$878K +$540K +7,516 +159%
CT
1291
Chicago Trust
Illinois
$878K +$4.31K +60 +0.5%
NWM
1292
Northwest Wealth Management
Iowa
$878K -$188K -2,622 -18%
MIFH
1293
Migdal Insurance & Financial Holdings
Israel
$874K -$235K -3,294 -21%
SYBT
1294
Stock Yards Bank & Trust
Kentucky
$874K -$2.08K -29 -0.2%
HIA
1295
Harbor Investment Advisory
Maryland
$873K +$12.9K +180 +2%
KMWM
1296
Keudell/Morrison Wealth Management
Oregon
$870K +$49.2K +685 +6%
CIC
1297
Chilton Investment Company
Connecticut
$868K – – –
HCP
1298
Hardin Capital Partners
South Carolina
$867K -$321K -4,465 -27%
CAMV
1299
Concord Asset Management (Virginia)
Virginia
$867K +$410K +6,034 +90%
CIG
1300
Cullen Investment Group
Louisiana
$866K -$82.8K -1,154 -9%
50 51
52
53 54