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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 %
CP
1651
Canopy Partners
Ohio
$475K +$6.32K +88 +1%
SB
1652
Simmons Bank
Arkansas
$474K -$7.18K -100 -1%
LA
1653
Lynch & Associates
Indiana
$473K -$861 -12 -0.2%
CFO
1654
CVA Family Office
Colorado
$472K +$43.2K +602 +10%
MCM
1655
Mengis Capital Management
Oregon
$471K +$3.59K +50 +0.8%
TF
1656
Trek Financial
Arizona
$470K +$470K +6,545 New
KFGK
1657
Keystone Financial Group (Kentucky)
Kentucky
$467K -$73.4K -1,022 -14%
RLH
1658
RD Lewis Holdings
Florida
$466K +$25.8K +350 +6%
SAM
1659
Sawgrass Asset Management
Florida
$466K +$466K +6,493 New
MADFP
1660
Michael A Dubis Financial Planning
Wisconsin
$466K – – –
AWP
1661
Axis Wealth Partners
Rhode Island
$465K +$718 +10 +0.2%
AC
1662
ASB Consultores
Florida
$465K -$370K -5,157 -44%
LC
1663
Lincoln Capital
Nebraska
$464K +$66 +1 +0%
TIA
1664
Traphagen Investment Advisors
New Jersey
$463K +$38.6K +538 +9%
TGAM
1665
TBH Global Asset Management
Tennessee
$462K +$16.2K +225 +4%
FFA
1666
Founders Financial Alliance
North Carolina
$461K -$36.9K -514 -7%
CAM
1667
Campion Asset Management
Virginia
$460K -$72.5K -1,010 -14%
RIM
1668
Redwood Investment Management
Arizona
$459K +$459K +6,397 New
RWPA
1669
Richard W. Paul & Associates
Michigan
$458K -$4.16K -58 -0.9%
MAG
1670
M3 Advisory Group
Massachusetts
$456K +$14.4K +200 +3%
ZIG
1671
Zullo Investment Group
Pennsylvania
$454K +$10.6K +147 +2%
EFA
1672
Evernest Financial Advisors
Indiana
$453K +$69.1K +963 +18%
FRA
1673
Front Row Advisors
California
$452K – – –
LWM
1674
Lakeridge Wealth Management
Ohio
$451K +$8.54K +119 +2%
FFG
1675
Fortress Financial Group
Minnesota
$451K +$1.08K +15 +0.2%
65 66
67
68 69