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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 %
APG
1726
Abacus Planning Group
South Carolina
$415K +$51.2K +713 +14%
ITIM
1727
Indiana Trust & Investment Management
Indiana
$415K – – –
NG
1728
Novem Group
New York
$414K +$193K +2,692 +88%
PCM
1729
Parsons Capital Management
Rhode Island
$413K -$12.7K -177 -3%
MA
1730
Mezzasalma Advisors
New Jersey
$412K -$4.6K -64 -1%
GCA
1731
Gallagher Capital Advisors
Texas
$412K -$1.51K -21 -0.4%
AWM
1732
Aprio Wealth Management
Georgia
$411K +$71.1K +990 +21%
DWM
1733
Denver Wealth Management
Colorado
$411K +$12.6K +175 +3%
AIA
1734
AssuredPartners Investment Advisors
Florida
$409K +$49.7K +692 +14%
SNBOSD
1735
Security National Bank of So Dak
Iowa
$409K +$24.6K +342 +6%
BI
1736
Ballast Inc
Kentucky
$408K – – –
HCWM
1737
Hidden Cove Wealth Management
Washington
$408K +$9.41K +131 +2%
SRA
1738
Secured Retirement Advisors
Minnesota
$408K +$408K +5,685 New
LRIA
1739
Leonard Rickey Investment Advisors
Washington
$407K +$26.9K +426 +7%
GCM
1740
G2 Capital Management
Ohio
$406K +$359 +5 +0.1%
BI
1741
Bradyco Inc
Massachusetts
$404K -$4.45K -62 -1%
SB
1742
Strategic Blueprint
Georgia
$404K +$11.6K +162 +3%
DWAM
1743
Duncan Williams Asset Management
Tennessee
$403K -$6.68K -93 -2%
KW
1744
KWB Wealth
California
$403K -$186K -2,654 -32%
NRC
1745
New Republic Capital
North Carolina
$402K +$25.1K +349 +7%
BW
1746
BIP Wealth
Georgia
$400K +$8.33K +116 +2%
AWP
1747
Accretive Wealth Partners
New Jersey
$399K +$399K +5,430 New
PMSA
1748
Patrick M. Sweeney & Associates
Illinois
$399K +$14K +195 +4%
PWM
1749
Pines Wealth Management
North Carolina
$399K -$21K -338 -5%
AG
1750
AmeriFlex Group
Nevada
$399K -$21.1K -294 -5%
68 69
70
71 72