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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 %
SWM
1476
SilverOak Wealth Management
Minnesota
$618K – – –
IUHSA
1477
Itau Unibanco Holding S.A.
Brazil
$616K +$616K +8,581 New
BWP
1478
BlueStem Wealth Partners
Minnesota
$612K +$3.59K +50 +0.6%
LCWP
1479
Legacy Capital Wealth Partners
Arkansas
$612K -$293K -4,077 -32%
SEIA
1480
Signature Estate & Investment Advisors
California
$610K -$14.3K -199 -2%
DE
1481
Diversified Enterprises
Delaware
$610K +$130K +1,811 +27%
FB
1482
First Bancorp
Maine
$608K +$32.3K +450 +6%
ML
1483
McAdam LLC
Pennsylvania
$608K +$161K +2,244 +36%
ACG
1484
Allen Capital Group
Nebraska
$605K +$27.1K +378 +5%
VWM
1485
Venturi Wealth Management
Texas
$605K +$74.4K +1,036 +14%
NIM
1486
Northeast Investment Management
Massachusetts
$604K -$144 -2 -0%
EGA
1487
Eagle Global Advisors
Texas
$604K – – –
VA
1488
Valmark Advisers
Ohio
$603K +$7.54K +105 +1%
SCP
1489
Sivia Capital Partners
California
$603K +$34.1K +475 +6%
HI
1490
Humankind Investments
New York
$603K -$26.6K -370 -4%
MMG
1491
Monetary Management Group
Missouri
$603K – – –
KLCM
1492
KG&L Capital Management
Louisiana
$602K +$10.8K +183 +2%
FMB
1493
Field & Main Bank
Kentucky
$598K +$5.38K +75 +0.9%
TCM
1494
Tributary Capital Management
Nebraska
$590K -$153K -2,130 -21%
ZBNA
1495
Zions Bancorporation, National Association
Utah
$589K +$589K +8,200 New
WA
1496
Waddell & Associates
Tennessee
$588K +$74.6K +1,039 +15%
WA
1497
Wealth Architects
California
$588K +$4.24K +59 +0.7%
RWM
1498
RKL Wealth Management
Pennsylvania
$588K +$367K +5,113 +166%
KIM
1499
Kestra Investment Management
Texas
$587K -$6.68K -93 -1%
BWP
1500
Baldwin Wealth Partners
Massachusetts
$587K +$2.94K +41 +0.5%
58 59
60
61 62