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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 %
CG
1451
CFO4Life Group
Texas
$648K -$10.9K -152 -2%
DMBA
1452
Deseret Mutual Benefit Administrators
Utah
$648K -$69K -961 -10%
AWAU
1453
Alliance Wealth Advisors (Utah)
Utah
$644K -$144K -2,003 -18%
EMAM
1454
Encompass More Asset Management
California
$641K -$27.9K -388 -4%
TCM
1455
Triumph Capital Management
Colorado
$640K +$15.1K +210 +2%
KCAM
1456
Kagan Cocozza Asset Management
New Jersey
$639K -$81.4K -1,134 -11%
SWC
1457
Spectrum Wealth Counsel
Indiana
$638K – – –
WLPWM
1458
Walled Lake Planning & Wealth Management
Illinois
$637K -$5.6K -78 -0.9%
FWP
1459
FAS Wealth Partners
Kansas
$637K +$1.72K +24 +0.3%
KA
1460
Kerrisdale Advisers
Florida
$635K -$753K -10,495 -54%
CIM
1461
CIM Investment Management
Pennsylvania
$635K -$431 -6 -0.1%
TTIC
1462
Tower Trust & Investment Company
Iowa
$633K +$633K +8,908 New
NL
1463
NWAM LLC
Washington
$632K +$10.2K +142 +2%
MIP
1464
Marietta Investment Partners
Wisconsin
$632K – – –
T
1465
Transce3nd
Texas
$631K -$5.16K -72 -0.8%
1WM
1466
1900 Wealth Management
Texas
$630K – – –
FPL
1467
Fortress Private Ledger
North Carolina
$630K +$42.1K +586 +7%
HI
1468
Hudock Inc
Pennsylvania
$630K +$72 +1 +0%
MWP
1469
Meridian Wealth Partners
Pennsylvania
$630K -$16.3K -227 -3%
AMG
1470
Advisors Management Group
Wisconsin
$628K – – –
LJAC
1471
L.J. Altfest & Co
New York
$627K +$718 +10 +0.1%
WCM
1472
Winthrop Capital Management
Indiana
$626K -$194K -2,700 -24%
POIA
1473
Pin Oak Investment Advisors
Texas
$624K – – –
EWM
1474
Evermay Wealth Management
Virginia
$622K – – –
TL
1475
Tradewinds LLC
North Carolina
$621K +$6.17K +86 +1%
57 58
59
60 61