WFC icon

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 %
AA
1626
ALPS Advisors
Colorado
$490K -$403K -5,617 -45%
TC
1627
TFR Capital
Texas
$489K +$270K +3,767 +124%
SC
1628
Schulhoff & Co
Ohio
$488K -$12.4K -173 -2%
AB
1629
Atlas Brown
Kentucky
$488K +$3.59K +50 +0.7%
CL
1630
COWA LLC
Oklahoma
$488K – – –
LIA
1631
LBMC Investment Advisors
Tennessee
$488K – – –
FFG
1632
Fortem Financial Group
California
$485K +$10.8K +150 +2%
LA
1633
LVW Advisors
New York
$485K -$13.3K -185 -3%
SAM
1634
Sequent Asset Management
Texas
$485K -$3.02K -42 -0.6%
DMC
1635
Drexel Morgan & Co
Pennsylvania
$484K – – –
MW
1636
Maia Wealth
Colorado
$484K +$30.3K +481 +7%
AMIM
1637
Aull & Monroe Investment Management
Alabama
$482K -$8.76K -122 -2%
CWS
1638
Confluence Wealth Services
Pennsylvania
$482K -$4.08K -60 -0.8%
TCM
1639
Traynor Capital Management
Pennsylvania
$481K +$249K +3,474 +108%
NBWM
1640
North Berkeley Wealth Management
California
$481K -$42.7K -595 -8%
LI
1641
LRI Investments
Florida
$480K -$17.7K -246 -4%
TIM
1642
Thompson Investment Management
Wisconsin
$479K -$24.1K -335 -5%
FFIC
1643
First Fiduciary Investment Counsel
Ohio
$479K – – –
IFU
1644
iSAM Funds (UK)
United Kingdom
$479K -$157K -2,189 -25%
MSFS
1645
Main Street Financial Solutions
Pennsylvania
$477K -$226K -3,146 -32%
AIM
1646
Advyzon Investment Management
Illinois
$477K -$64.8K -902 -12%
BC
1647
Belmont Capital
California
$477K -$3.73K -52 -0.8%
AO
1648
Advisor OS
Illinois
$476K -$71.5K -996 -13%
SPWM
1649
Spartan Planning & Wealth Management
North Carolina
$476K +$41.5K +578 +10%
WPWM
1650
Western Pacific Wealth Management
Illinois
$476K -$140K -1,945 -23%
64 65
66
67 68