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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 %
ALAM
1376
Asahi Life Asset Management
Japan
$746K +$746K +10,385 New
WFI
1377
West Family Investments
California
$742K -$12.9K -180 -2%
MBT
1378
Montecito Bank & Trust
California
$742K -$2.87K -40 -0.4%
SSWM
1379
Sheets Smith Wealth Management
North Carolina
$741K -$503 -7 -0.1%
WB
1380
Webster Bank
Connecticut
$741K – – –
SC
1381
Steph & Co
Wisconsin
$736K – – –
Koshinski Asset Management
1382
Koshinski Asset Management
Illinois
$731K +$62.8K +875 +9%
AIM
1383
Aspen Investment Management
Michigan
$730K +$49.3K +687 +7%
OPCM
1384
Osborne Partners Capital Management
California
$729K -$17.2K -240 -2%
PCP
1385
Proficio Capital Partners
Massachusetts
$727K +$19K +265 +3%
PA
1386
Perennial Advisors
New York
$726K -$10.6K -147 -1%
CCA
1387
Carrera Capital Advisors
Michigan
$726K +$53.9K +751 +8%
GCM
1388
Gladius Capital Management
Illinois
$721K -$638K -8,892 -47%
JC
1389
Jacobs & Co
California
$720K – – –
PIA
1390
Perennial Investment Advisors
California
$720K +$47.2K +657 +7%
ATFA
1391
All Terrain Financial Advisors
Minnesota
$718K – – –
PI
1392
Parkside Investments
Illinois
$718K -$144K -2,000 -17%
KA
1393
KDT Advisors
New York
$718K +$718K +10,000 New
CVM
1394
Cheviot Value Management
California
$716K +$716K +9,700 New
ZIG
1395
Zuckerman Investment Group
Illinois
$716K – – –
MCM
1396
Monument Capital Management
Virginia
$715K – – –
MCM
1397
Monarch Capital Management
Indiana
$714K +$27.9K +389 +4%
SRC
1398
Shufro Rose & Co
New York
$711K +$711K +9,906 New
PTP
1399
Platform Technology Partners
New York
$711K +$1.29K +18 +0.2%
BMC
1400
Beaton Management Company
Massachusetts
$711K – – –
54 55
56
57 58