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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 %
WMA
1751
Wealth Management Associates
New Jersey
$397K +$4.31K +60 +1%
PWP
1752
Pursue Wealth Partners
California
$397K – – –
SXL
1753
Summit X LLC
Missouri
$397K +$113K +1,570 +40%
JCM
1754
Jacobsen Capital Management
Utah
$395K +$6.03K +84 +2%
BFIC
1755
Bedell Frazier Investment Counselling
California
$395K -$4.31K -60 -1%
RPWA
1756
Regent Peak Wealth Advisors
Georgia
$395K +$7.39K +103 +2%
NCM
1757
Narwhal Capital Management
Georgia
$394K -$1.29K -18 -0.3%
ACM
1758
Arcataur Capital Management
Wisconsin
$394K -$26.6K -370 -6%
BA
1759
Bristlecone Advisors
Washington
$392K -$69.3K -965 -15%
TAP
1760
Tounjian Advisory Partners
Florida
$392K +$392K +5,458 New
Bank Julius Baer & Co
1761
Bank Julius Baer & Co
Switzerland
$392K -$124K -1,527 -24%
HCMG
1762
Howard Capital Management Group
California
$391K – – –
VWA
1763
Visionary Wealth Advisors
Illinois
$391K -$10.7K -149 -3%
DA
1764
Detalus Advisors
Missouri
$390K +$2.51K +35 +0.6%
AG
1765
AlTi Global
New York
$390K +$12.3K +172 +3%
EWA
1766
ERTS Wealth Advisors
Michigan
$389K -$30.2K -421 -7%
FFC
1767
First Financial Corp
Indiana
$387K -$30K -418 -7%
WIM
1768
Warwick Investment Management
Texas
$385K +$18.9K +263 +5%
OIS
1769
OneAscent Investment Solutions
Alabama
$385K +$385K +5,367 New
SMC
1770
Smith, Moore & Co
Missouri
$384K +$7.54K +105 +2%
GWM
1771
GK Wealth Management
Nevada
$384K +$85.5K +1,191 +29%
BWM
1772
BlackDiamond Wealth Management
New York
$384K +$21K +290 +6%
CP
1773
CenterBook Partners
Connecticut
$382K -$63.8K -889 -14%
RFA
1774
Register Financial Advisors
Georgia
$381K +$5.6K +78 +1%
MAM
1775
MMA Asset Management
Pennsylvania
$381K +$3.23K +45 +0.9%
69 70
71
72 73