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 %
HWM
1701
Hohimer Wealth Management
Washington
$436K +$67.9K +946 +18%
DSC
1702
Duncker Streett & Co
Missouri
$435K +$503 +7 +0.1%
HR
1703
Hardy Reed
Mississippi
$434K +$34.7K +484 +9%
SMWM
1704
Silvia McColl Wealth Management
California
$434K +$144 +2 +0%
AWA
1705
Alaska Wealth Advisors
Alaska
$434K -$17.5K -244 -4%
CHP
1706
Cable Hill Partners
Oregon
$433K +$1.07K +15 +0.2%
FNBOH
1707
First National Bank of Hutchinson
Kansas
$433K – – –
SWM
1708
Silverlake Wealth Management
Vermont
$432K -$72 -1 -0%
CT
1709
Colonial Trust
South Carolina
$432K -$33.5K -467 -7%
AAS
1710
Annex Advisory Services
Wisconsin
$431K +$72.3K +1,007 +20%
MW
1711
MBL Wealth
North Carolina
$431K +$113K +1,568 +35%
SCM
1712
Sterneck Capital Management
Missouri
$430K -$86.1K -1,200 -17%
UF
1713
Univest Financial
Pennsylvania
$428K -$9.05K -126 -2%
AFG
1714
Allegheny Financial Group
Pennsylvania
$427K -$28.6K -399 -6%
SFS
1715
Stiles Financial Services
Minnesota
$426K +$2.08K +29 +0.5%
VCP
1716
Verus Capital Partners
Arizona
$426K -$48.2K -672 -10%
DACS
1717
Dymon Asia Capital (Singapore)
Singapore
$424K +$424K +5,911 New
MS
1718
Maven Securities
Jersey
$424K +$424K +5,909 New
FIM
1719
Fruth Investment Management
Texas
$424K – – –
PTB
1720
Pioneer Trust Bank
Oregon
$424K – – –
AF
1721
Arrow Financial
New York
$423K -$6.03K -84 -1%
SC
1722
Searle & Co
Connecticut
$423K – – –
SAW
1723
Signal Advisors Wealth
Michigan
$421K +$68.2K +950 +19%
1WA
1724
180 Wealth Advisors
Washington
$419K – – –
PCG
1725
PFC Capital Group
California
$418K +$19.8K +276 +5%
67 68
69
70 71