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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 %
CC
1776
Constitution Capital
Connecticut
$380K – – –
MCP
1777
Mirador Capital Partners
California
$380K +$13K +181 +4%
MPCG
1778
Matrix Private Capital Group
New York
$379K – – –
PWM
1779
Partners Wealth Management
California
$379K +$8.04K +112 +2%
MSAM
1780
Moloney Securities Asset Management
Missouri
$378K +$60.5K +843 +19%
ST
1781
Smithfield Trust
Pennsylvania
$378K -$21.6K -300 -5%
FCAS
1782
First Command Advisory Services
Texas
$377K +$23.9K +333 +7%
AP
1783
Americana Partners
Texas
$377K -$5.06M -70,542 -93%
WTA
1784
Washington Trust Advisors
Massachusetts
$374K -$127K -1,775 -25%
KFC
1785
Klingenstein Fields & Co
New York
$374K +$7.04K +98 +2%
CSPIA
1786
Cary Street Partners Investment Advisory
Virginia
$373K +$54.7K +762 +17%
NFC
1787
Northeast Financial Consultants
Connecticut
$372K – – –
MSA
1788
Marino Stram & Associates
Massachusetts
$372K -$7.75K -108 -2%
BAM
1789
Blueshift Asset Management
New Jersey
$371K +$371K +5,169 New
RP
1790
Raelipskie Partnership
Ontario, Canada
$371K – – –
BFF
1791
Byrne Financial Freedom
Massachusetts
$370K -$144 -2 -0%
BIC
1792
Beach Investment Counsel
Pennsylvania
$370K -$5.38K -75 -1%
SL
1793
Salomon & Ludwin
Virginia
$370K – – –
SSA
1794
Sierra Summit Advisors
Nevada
$370K -$8.62K -120 -2%
MFWP
1795
Mosaic Family Wealth Partners
Missouri
$369K -$16.2K -226 -4%
CTI
1796
Community Trust & Investment
Kentucky
$369K -$20.4K -284 -5%
EI
1797
Ellevest Inc
New York
$368K +$144 +2 +0%
FAIM
1798
Financial Advocates Investment Management
Washington
$368K -$84.3K -1,174 -19%
FMTC
1799
Farmers & Merchants Trust Company
California
$367K – – –
MAG
1800
Mokosak Advisory Group
Iowa
$367K +$1.72K +24 +0.5%
70 71
72
73 74