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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 %
CA
1551
Cornerstone Advisory
Maryland
$537K -$19.5K -265 -4%
MFG
1552
Magnus Financial Group
New York
$536K +$8.26K +115 +2%
BFG
1553
Bouchey Financial Group
New York
$535K +$51.4K +716 +11%
CWM
1554
Connecticut Wealth Management
Connecticut
$535K -$10.7K -149 -2%
PMWMG
1555
Parr McKnight Wealth Management Group
Minnesota
$535K – – –
FFO
1556
Fortitude Family Office
Arizona
$535K – – –
AI
1557
Atom Investors
Texas
$533K +$533K +7,428 New
OWM
1558
OneAscent Wealth Management
Alabama
$533K -$86.2K -1,200 -14%
BLC
1559
Brown, Lisle/Cummings
Rhode Island
$533K +$20K +279 +4%
MA
1560
MCF Advisors
Kentucky
$532K -$24.2K -337 -4%
WC
1561
Weil Company
California
$532K -$28.7K -400 -5%
ST
1562
Spinnaker Trust
Maine
$532K – – –
GWANC
1563
Guardian Wealth Advisors (North Carolina)
North Carolina
$531K +$4.45K +62 +0.8%
BCCM
1564
Bridge Creek Capital Management
Massachusetts
$531K – – –
PP
1565
Patten & Patten
Tennessee
$531K -$4.09K -57 -0.8%
OFG
1566
Oxford Financial Group
Indiana
$531K +$67.1K +934 +14%
SB
1567
Sunflower Bank
Texas
$530K +$5.1K +71 +1%
MCC
1568
Money Concepts Capital
Florida
$529K +$529K +7,371 New
SVWAG
1569
Sound View Wealth Advisors Group
Georgia
$529K +$8.26K +115 +2%
FCIM
1570
Fairview Capital Investment Management
California
$528K -$21.5K -300 -4%
FI
1571
Financial Insights
Washington
$528K – – –
AWM
1572
Accurate Wealth Management
Florida
$528K +$7.5K +120 +1%
PCI
1573
Pacifica Capital Investments
Texas
$527K – – –
SPA
1574
Sherbrooke Park Advisers
New York
$525K +$525K +7,319 New
BAS
1575
Brueske Advisory Services
Washington
$524K +$1.29K +18 +0.2%
61 62
63
64 65