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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 %
AFP
1301
Ausdal Financial Partners
Iowa
$863K +$182K +2,533 +27%
Members Trust
1302
Members Trust
Florida
$863K -$29.6K -412 -3%
WP
1303
Wealthspan Partners
Iowa
$862K -$36.2K -504 -4%
PCS
1304
Personal CFO Solutions
New Jersey
$858K +$19.9K +277 +2%
WIM
1305
Wittenberg Investment Management
Massachusetts
$856K -$2.91M -40,529 -77%
WAP
1306
Wealthcare Advisory Partners
Pennsylvania
$855K -$18.3K -255 -2%
WBCM
1307
Wilson & Boucher Capital Management
California
$854K -$71.8K -1,000 -8%
PP
1308
PDS Planning
Ohio
$852K +$126K +1,754 +17%
AA
1309
Armis Advisers
Georgia
$852K +$852K +12,000 New
EW
1310
Element Wealth
Mississippi
$851K -$14K -195 -2%
FTC
1311
Farmers Trust Company
Ohio
$848K – – –
ASC
1312
Atalanta Sosnoff Capital
New York
$846K -$127K -1,768 -13%
BAM
1313
Belpointe Asset Management
Nevada
$845K +$120K +1,669 +17%
MAWA
1314
Moss Adams Wealth Advisors
Washington
$842K -$48.4K -674 -5%
QC
1315
Quantessence Capital
New York
$842K -$2.03M -28,214 -71%
KA
1316
Kovack Advisors
Florida
$840K +$60.8K +847 +8%
AIP
1317
Arrowpoint Investment Partners
Singapore
$840K +$840K +11,700 New
RCM
1318
RB Capital Management
Nevada
$837K +$287 +4 +0%
CCWM
1319
Correct Capital Wealth Management
Missouri
$829K -$1.36K -19 -0.2%
CCG
1320
Coastwise Capital Group
California
$829K -$1.07M -14,854 -56%
PL
1321
Perpetual Ltd
Australia
$827K – – –
JFL
1322
Jarislowsky, Fraser Ltd
Quebec, Canada
$826K -$279K -3,890 -25%
TCOV
1323
Trust Company of Vermont
Vermont
$826K -$17.2K -240 -2%
BIP
1324
Blueprint Investment Partners
North Carolina
$824K +$39.6K +552 +5%
KTC
1325
Kentucky Trust Company
Kentucky
$824K – – –
51 52
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