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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 %
DFG
1351
Delta Financial Group
New Jersey
$775K -$2.45K -33 -0.3%
AC
1352
AlphaCore Capital
California
$774K +$218K +3,040 +39%
PAP
1353
Persistent Asset Partners
Hong Kong
$773K -$119K -1,663 -13%
CCMT
1354
CMT Capital Markets Trading
Germany
$772K -$6.3M -87,750 -89%
WT
1355
Washington Trust
Rhode Island
$770K -$717K -9,990 -48%
AWAP
1356
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$766K +$16.2K +226 +2%
WIM
1357
WealthPlan Investment Management
Nebraska
$765K +$3.16K +44 +0.4%
LRPA
1358
L. Roy Papp & Associates
Arizona
$764K +$215 +3 +0%
HTI
1359
Hikari Tsushin Inc
Japan
$763K – – –
SIM
1360
Stratos Investment Management
Ohio
$763K +$69.1K +962 +10%
WP
1361
WealthShield Partners
North Carolina
$763K +$223K +3,109 +41%
LWP
1362
LMG Wealth Partners
Louisiana
$762K +$3.16K +44 +0.4%
JWA
1363
JFS Wealth Advisors
Pennsylvania
$762K -$32.6K -454 -4%
NERM
1364
New England Research & Management
Illinois
$762K +$72.2K +1,005 +10%
PWW
1365
Pettyjohn Wood & White
Virginia
$759K -$41.3K -576 -5%
MBTD
1366
Mechanics Bank - Trust Department
California
$758K -$14.4K -200 -2%
TWM
1367
Thrive Wealth Management
Pennsylvania
$756K +$221K +3,080 +41%
AW
1368
Atlas Wealth
Ohio
$755K – – –
BCFD
1369
Boit C.F. David
$755K -$359K -5,000 -32%
SC
1370
Sepio Capital
Utah
$753K -$57.9K -807 -7%
NFTC
1371
North Forty Two & Co
Oregon
$752K -$14.4K -200 -2%
MIM
1372
Morningstar Investment Management
Illinois
$751K -$145K -2,021 -16%
AM
1373
AGF Management
Ontario, Canada
$750K +$2.3K +32 +0.3%
APP
1374
Avantax Planning Partners
Iowa
$750K -$94.4K -1,315 -11%
EGA
1375
E&G Advisors
Texas
$748K +$208K +2,893 +38%
53 54
55
56 57