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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 %
VCAM
1526
Van Cleef Asset Management
Ohio
$561K -$251K -3,499 -31%
QL
1527
Quarry LP
New York
$559K +$449K +6,248 +407%
CC
1528
Callan Capital
California
$557K +$97.9K +1,364 +21%
TCM
1529
Tradewinds Capital Management
Washington
$555K – – –
SIG
1530
Sky Investment Group
Connecticut
$553K – – –
CIA
1531
Cape Investment Advisory
Georgia
$552K +$5.6K +78 +1%
TH
1532
TCTC Holdings
Texas
$551K +$10.8K +151 +2%
DA
1533
Doliver Advisors
Texas
$551K -$10.8K -150 -2%
EW
1534
Evoke Wealth
California
$549K +$8.69K +121 +2%
WAM
1535
Worth Asset Management
Texas
$549K -$1.83M -25,474 -77%
PC
1536
Permanens Capital
New York
$549K +$96.6K +1,346 +21%
WTFG
1537
Wood Tarver Financial Group
Idaho
$548K +$22K +306 +4%
SC
1538
SummitTX Capital
Texas
$548K +$548K +7,628 New
SIS
1539
Sound Income Strategies
Florida
$545K +$7.11K +99 +1%
DWM
1540
DKM Wealth Management
California
$545K +$1.94K +27 +0.4%
PCM
1541
Prelude Capital Management
New York
$542K -$349K -4,860 -39%
BWM
1542
BigSur Wealth Management
Florida
$542K +$542K +7,550 New
GPWM
1543
Grant Private Wealth Management
California
$542K -$28.7K -400 -5%
AWE
1544
Avidian Wealth Enterprises
Texas
$542K -$87.3K -1,216 -14%
MFG
1545
Mosaic Financial Group
Illinois
$541K +$934 +13 +0.2%
CWG
1546
Cornerstone Wealth Group
North Carolina
$540K +$125K +1,736 +30%
HP
1547
Holistic Planning
Texas
$539K +$19.7K +275 +4%
BFWA
1548
Benchmark Financial Wealth Advisors
Florida
$539K -$15.7K -219 -3%
SFB
1549
STAR Financial Bank
Indiana
$537K – – –
OL
1550
one8zero8 LLC
North Carolina
$537K – – –
60 61
62
63 64