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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 %
CIC
1501
Cutler Investment Counsel
Oregon
$586K +$2.37K +33 +0.4%
CWM
1502
Circle Wealth Management
New Jersey
$586K -$49.4K -688 -8%
SCA
1503
Sippican Capital Advisors
Massachusetts
$585K -$10.8K -150 -2%
CNBT
1504
Canandaigua National Bank & Trust
New York
$583K -$14.8K -206 -2%
LFA
1505
Lauterbach Financial Advisors
Texas
$583K -$67.6K -942 -10%
AW
1506
Avion Wealth
Texas
$582K – – –
VWM
1507
Vermillion Wealth Management
Minnesota
$580K +$2.37K +33 +0.4%
BRWM
1508
Blue Rock Wealth Management
North Carolina
$580K +$208K +2,894 +56%
AA
1509
Auxano Advisors
Washington
$579K +$8.4K +117 +1%
ICP
1510
Interchange Capital Partners
Pennsylvania
$578K +$110K +1,532 +23%
PA
1511
PFG Advisors
Arizona
$578K +$21.7K +302 +4%
OWIM
1512
Old West Investment Management
California
$577K +$577K +8,037 New
IF
1513
Integrity Financial
Wyoming
$576K -$267K -3,725 -32%
IIC
1514
Ironwood Investment Counsel
Arizona
$575K -$20.2K -281 -3%
FA
1515
Fiducient Advisors
Illinois
$574K +$574K +8,000 New
SCM
1516
Sebold Capital Management
Illinois
$574K -$45.6K -635 -7%
AA
1517
Advisory Alpha
Michigan
$573K +$123K +1,713 +27%
IWA
1518
Icon Wealth Advisors
Texas
$573K +$25.1K +350 +5%
NP
1519
Nilsine Partners
Colorado
$572K +$39.7K +553 +7%
IDA
1520
Intelligence Driven Advisers
California
$570K -$24.5K -341 -4%
SIAG
1521
Safeguard Investment Advisory Group
California
$568K +$148K +2,065 +35%
CFG
1522
Cooper Financial Group
California
$567K +$164K +2,282 +41%
CPA
1523
Capital Performance Advisors
California
$564K +$252K +3,515 +81%
AF
1524
Atala Financial
California
$564K – – –
IFWM
1525
Institute for Wealth Management
Colorado
$564K +$287 +4 +0.1%
59 60
61
62 63