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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 %
OAM
1576
Occidental Asset Management
California
$524K +$66.9K +932 +15%
WA
1577
Wealthstream Advisors
New York
$523K +$7.54K +105 +1%
VCM
1578
Virtue Capital Management
Tennessee
$523K +$45.5K +635 +10%
LA
1579
Lakeside Advisors
Washington
$522K – – –
CT
1580
Coastline Trust
Rhode Island
$522K +$44.9K +626 +9%
EA
1581
Everpar Advisors
Oklahoma
$522K +$5.17K +72 +1%
WCG
1582
Weaver Consulting Group
California
$522K +$646 +9 +0.1%
TCB
1583
Texas Capital Bancshares
Texas
$521K -$2.8K -39 -0.5%
DC
1584
Defender Capital
North Carolina
$521K +$521K +7,250 New
HR
1585
Howe & Rusling
New York
$519K -$26.9K -375 -5%
AFT
1586
Alpha Family Trust
California
$518K – – –
CA
1587
Cambridge Advisors
Nebraska
$518K +$4.81K +67 +0.9%
SIM
1588
Sentry Investment Management
Wisconsin
$517K +$118K +1,898 +30%
WDL
1589
Well Done LLC
Michigan
$514K -$16.9K -241 -3%
EW
1590
Elyxium Wealth
California
$514K +$514K +7,156 New
SAM
1591
Summit Asset Management
Tennessee
$513K – – –
VP
1592
Verum Partners
North Carolina
$512K +$1.29K +18 +0.3%
CCWM
1593
Cassaday & Co Wealth Management
Virginia
$512K +$34.4K +479 +7%
PWA
1594
Physician Wealth Advisors
Utah
$510K -$3.81K -53 -0.7%
SAM
1595
S.A. Mason
Michigan
$510K – – –
RZH
1596
Relyea Zuckerberg Hanson
Connecticut
$510K +$17.6K +245 +4%
CA
1597
CoreCap Advisors
Michigan
$509K +$103K +1,433 +25%
MA
1598
MONECO Advisors
Connecticut
$509K +$4.81K +67 +1%
KSWA
1599
Kathleen S. Wright Associates
Pennsylvania
$509K – – –
CA
1600
Capital Advantage
California
$508K – – –
62 63
64
65 66