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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 %
SFI
1676
SPC Financial Inc
Maryland
$449K +$10.8K +151 +2%
BWAM
1677
Boyd Watterson Asset Management
Ohio
$449K +$141K +1,959 +46%
CLOS
1678
Compagnie Lombard Odier SCmA
Switzerland
$449K – – –
LB
1679
Legacy Bridge
Iowa
$447K – – –
OC
1680
Oakworth Capital
Alabama
$447K – – –
RWA
1681
Redhawk Wealth Advisors
Minnesota
$447K +$1.15K +16 +0.3%
TAM
1682
Titleist Asset Management
Texas
$446K -$40.4K -563 -8%
HIG
1683
Heritage Investment Group
Florida
$445K – – –
WPA
1684
Wealth Preservation Advisors
Tennessee
$445K +$445K +6,200 New
NPA
1685
Nichols & Pratt Advisers
Massachusetts
$445K – – –
FCFC
1686
First Citizens Financial Corp
Iowa
$445K – – –
MCA
1687
MSH Capital Advisors
Arizona
$445K +$29.4K +410 +7%
SFP
1688
SwitchPoint Financial Planning
Utah
$445K +$445K +6,196 New
BOSSRA
1689
B.O.S.S. Retirement Advisors
Utah
$445K -$2.85M -39,684 -87%
CCM
1690
Chilton Capital Management
Texas
$444K -$28.7K -400 -6%
FNBTCON
1691
First National Bank & Trust Co of Newtown
Pennsylvania
$444K – – –
SAM
1692
Secure Asset Management
Michigan
$443K +$78.9K +1,099 +22%
WF
1693
WoodTrust Financial
Wisconsin
$442K -$12.8K -178 -3%
CFP
1694
Cascade Financial Partners
California
$442K +$28.7K +400 +7%
MFC
1695
Morris Financial Concepts
South Carolina
$441K -$11.6K -161 -3%
IF
1696
Intrua Financial
Texas
$441K -$69.2K -964 -14%
KCFA
1697
Key Client Fiduciary Advisors
New Jersey
$440K -$5.67K -79 -1%
SFO
1698
Stokes Family Office
Louisiana
$437K -$529K -7,375 -55%
WC
1699
Westhampton Capital
North Carolina
$437K -$28.7K -400 -6%
TFF
1700
The Family Firm
Maryland
$436K -$12.9K -179 -3%
66 67
68
69 70