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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 %
AIA
1326
AIMZ Investment Advisors
California
$824K – – –
GLA
1327
Good Life Advisors
Pennsylvania
$819K -$5.24K -73 -0.6%
FFM
1328
Flagstone Financial Management
Nebraska
$819K +$12.2K +170 +2%
PHK
1329
Point72 Hong Kong
Hong Kong
$819K -$9.57M -133,313 -92%
HWA
1330
HCR Wealth Advisors
California
$819K – – –
RWA
1331
River Wealth Advisors
Pennsylvania
$819K +$7.04K +98 +0.9%
SIA
1332
Strategic Investment Advisors
Michigan
$817K -$80.8K -1,126 -9%
KJWM
1333
Kiley Juergens Wealth Management
Washington
$817K -$179K -2,490 -18%
PWMAG
1334
Pinnacle Wealth Management Advisory Group
New Jersey
$812K -$12.7K -177 -2%
NRI
1335
NFP Retirement Inc
California
$811K -$26.8K -373 -3%
WCM
1336
Winebrenner Capital Management
Kentucky
$810K -$810K -11,283 -50%
CIC
1337
Crawford Investment Counsel
Georgia
$810K +$28.2K +393 +4%
NIA
1338
NBZ Investment Advisors
Tennessee
$809K -$3.23K -45 -0.4%
TFO
1339
Tarbox Family Office
California
$807K -$790 -11 -0.1%
DBIA
1340
Dumont & Blake Investment Advisors
New Jersey
$805K +$7.47K +104 +0.9%
PMG
1341
Private Management Group
California
$802K -$3.59K -50 -0.4%
CH
1342
Cromwell Holdings
Wyoming
$802K – – –
AHL
1343
Abel Hall LLC
Louisiana
$799K -$13.6K -189 -2%
FFG
1344
Fiduciary Financial Group
California
$798K +$23.2K +368 +3%
AP
1345
Appleton Partners
Massachusetts
$797K +$160K +2,232 +25%
PA
1346
PFW Advisors
Georgia
$792K – – –
BOPW
1347
Brandywine Oak Private Wealth
Pennsylvania
$785K +$785K +10,937 New
WA
1348
Wealth Alliance
New York
$781K +$14K +195 +2%
LCM
1349
Leisure Capital Management
California
$778K – – –
CA
1350
Cumberland Advisors
Florida
$777K +$1.51K +21 +0.2%
52 53
54
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