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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 %
WB
1426
West Bancorporation
Iowa
$678K – – –
HBS
1427
Howard Bailey Securities
Indiana
$678K -$861 -12 -0.1%
VNA
1428
Valley National Advisers
Pennsylvania
$675K +$18.6K +260 +3%
JG
1429
Jain Global
New York
$673K -$1.79M -24,871 -73%
GS
1430
GWN Securities
Florida
$671K +$290K +3,851 +76%
MCM
1431
Manchester Capital Management
Vermont
$671K +$28.4K +396 +4%
RCG
1432
Regatta Capital Group
California
$667K -$4.09K -57 -0.6%
ONST
1433
Old North State Trust
North Carolina
$667K – – –
OC
1434
Opinicus Capital
Florida
$667K +$667K +9,287 New
BFC
1435
Bedel Financial Consulting
Indiana
$666K +$12.3K +168 +2%
SW
1436
SteelPeak Wealth
California
$665K +$220K +3,070 +50%
OL
1437
OneFund LLC
Florida
$663K +$1.8K +25 +0.3%
TFA
1438
Transamerica Financial Advisors
Florida
$661K -$2.73K -38 -0.4%
VCM
1439
Versant Capital Management
Arizona
$660K +$302K +4,200 +84%
VAS
1440
Vestmark Advisory Solutions
Massachusetts
$659K -$1.65K -23 -0.2%
JFA
1441
JNBA Financial Advisors
Minnesota
$655K -$135K -1,886 -17%
LFG
1442
Larson Financial Group
Missouri
$655K +$166K +2,314 +34%
CWG
1443
Crown Wealth Group
North Carolina
$654K +$176K +2,456 +37%
NFC
1444
Northstar Financial Companies
Pennsylvania
$652K – – –
SWA
1445
Stratos Wealth Advisors
Ohio
$650K +$131K +1,822 +25%
Legacy Financial Group (Iowa)
1446
Legacy Financial Group (Iowa)
Iowa
$650K -$322K -4,489 -33%
WCA
1447
Westover Capital Advisors
Delaware
$649K – – –
TF
1448
Tudor Financial
Ohio
$649K +$215 +3 +0%
CFA
1449
Cahill Financial Advisors
Minnesota
$649K +$22.6K +315 +4%
SC
1450
Summa Corp
Texas
$648K +$23.3K +324 +4%
56 57
58
59 60