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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 %
DIM
1601
Delta Investment Management
California
$508K -$17.5K -244 -3%
JWBC
1602
John W. Brooker & Co
California
$508K – – –
NHT
1603
New Hampshire Trust
New Hampshire
$507K -$2.87K -40 -0.6%
RDWM
1604
Red Door Wealth Management
Tennessee
$504K +$117K +1,623 +30%
SMA
1605
Seven Mile Advisory
New Jersey
$504K +$27.5K +383 +6%
SFG
1606
SNS Financial Group
Minnesota
$503K +$3.09K +43 +0.6%
WF
1607
Wayfinding Financial
Washington
$503K +$19K +265 +4%
KA
1608
Kearns & Associates
California
$503K – – –
BTWM
1609
Baker Tilly Wealth Management
Wisconsin
$502K -$21.2K -295 -4%
CB
1610
Cadence Bank
Mississippi
$501K -$2.01K -28 -0.4%
BWM
1611
Baron Wealth Management
Michigan
$501K +$154K +2,145 +44%
FPCP
1612
Fort Point Capital Partners
California
$500K -$45.5K -634 -8%
1CP
1613
17 Capital Partners
Arizona
$496K +$70.9K +987 +17%
HWA
1614
HHM Wealth Advisors
Tennessee
$495K +$72 +1 +0%
BPW
1615
Bingham Private Wealth
California
$494K +$30K +418 +6%
HBT
1616
Heartland Bank & Trust
Illinois
$494K -$633K -8,818 -56%
MIC
1617
Means Investment Company
Maine
$494K +$1.29K +18 +0.3%
BA
1618
Bridgewater Advisors
New York
$493K +$493K +6,934 New
PSB
1619
Piscataqua Savings Bank
New Hampshire
$493K +$287 +4 +0.1%
SIM
1620
SSI Investment Management
California
$493K -$215 -3 -0%
PFW
1621
Petros Family Wealth
Minnesota
$492K +$21.2K +295 +4%
IB
1622
Intrust Bank
Kansas
$491K -$76.4K -1,064 -13%
APW
1623
Austin Private Wealth
Texas
$491K +$40.4K +563 +9%
PA
1624
Procyon Advisors
Connecticut
$490K +$13.2K +184 +3%
DLA
1625
Douglas Lane & Associates
New York
$490K -$273K -3,809 -36%
63 64
65
66 67