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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 %
CAC
1401
Core Alternative Capital
Georgia
$709K +$4.88K +68 +0.7%
IHWM
1402
Iron Horse Wealth Management
Iowa
$708K +$3.73K +52 +0.5%
KAS
1403
KPP Advisory Services
Kentucky
$708K +$708K +9,866 New
RMDI
1404
R.M. Davis Inc
Maine
$707K -$2.3K -32 -0.3%
RT
1405
Rockland Trust
Massachusetts
$707K – – –
PCG
1406
Prosperity Consulting Group
Maryland
$706K +$248K +3,460 +54%
BBNA
1407
Bremer Bank National Association
Minnesota
$706K – – –
IIC
1408
Integrated Investment Consultants
Michigan
$705K -$1.13M -15,766 -62%
QWM
1409
Quadcap Wealth Management
Texas
$704K +$22K +306 +3%
GSC
1410
G&S Capital
Colorado
$697K -$42.1K -587 -6%
RCM
1411
Radnor Capital Management
Pennsylvania
$696K – – –
WIC
1412
Woodmont Investment Counsel
Tennessee
$694K -$2.15K -30 -0.3%
SSB
1413
Sandy Spring Bank
Maryland
$693K +$8.69K +121 +1%
FPB
1414
First PREMIER Bank
South Dakota
$692K +$7.18K +100 +1%
VST
1415
Van Strum & Towne
California
$692K – – –
BFO
1416
Biltmore Family Office
North Carolina
$691K -$10.4K -145 -1%
HFM
1417
Hartford Financial Management
Connecticut
$689K – – –
STA
1418
Smith Thornton Advisors
Alabama
$689K – – –
PWM
1419
Prentice Wealth Management
New York
$688K +$11.6K +161 +2%
LW
1420
Linscomb Wealth
Texas
$688K +$5.82K +81 +0.9%
CP
1421
Creekside Partners
California
$685K – – –
RCA
1422
Resonant Capital Advisors
Wisconsin
$684K -$1.44K -20 -0.2%
AIM
1423
Athena Investment Management
California
$681K -$14.3K -199 -2%
QPWM
1424
Quadrant Private Wealth Management
Pennsylvania
$681K -$28K -390 -4%
SFG
1425
Sather Financial Group
Texas
$678K -$1.04M -14,532 -61%
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