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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 %
GWWM
1801
Great Waters Wealth Management
Minnesota
$367K -$130K -1,809 -26%
VWA
1802
VSM Wealth Advisory
Maryland
$367K -$71.8K -1,000 -16%
WPP
1803
Whalerock Point Partners
Rhode Island
$367K – – –
BWA
1804
Burt Wealth Advisors
Maryland
$366K – – –
FHC
1805
First Heartland Consultants
Missouri
$366K +$91.2K +1,270 +33%
BHIA
1806
Birch Hill Investment Advisors
Massachusetts
$365K -$3.81K -53 -1%
GSWM
1807
Golden State Wealth Management
California
$364K -$6.97K -97 -2%
FFP
1808
FourThought Financial Partners
Florida
$364K -$18.5K -258 -5%
FC
1809
Forte Capital
New York
$364K +$35.8K +499 +11%
EL
1810
EWA LLC
Pennsylvania
$363K +$43.6K +608 +14%
APM
1811
Advanced Portfolio Management
New York
$362K +$362K +5,046 New
TF
1812
Tompkins Financial
New York
$362K +$8.04K +112 +2%
CS
1813
Candriam SCA
Luxembourg
$362K -$71.2K -992 -16%
TLFA
1814
True Link Financial Advisors
California
$362K +$362K +5,039 New
WH
1815
Willner & Heller
California
$361K +$1.8K +25 +0.5%
RL
1816
Ruffer LLP
United Kingdom
$359K – – –
MJP
1817
Michael J. Puzo
$359K – – –
QFA
1818
Quantum Financial Advisors
California
$359K +$431 +6 +0.1%
SHGA
1819
Sand Hill Global Advisors
California
$358K -$87.2K -1,214 -20%
BBW
1820
Blue Barn Wealth
Utah
$358K -$4.81K -67 -1%
WA
1821
WealthTrust Axiom
Pennsylvania
$358K +$53.8K +750 +18%
NFP
1822
Narus Financial Partners
Utah
$358K +$15.3K +213 +4%
WAM
1823
Walker Asset Management
Missouri
$358K +$1.65K +23 +0.5%
MFA
1824
Mayflower Financial Advisors
Massachusetts
$357K -$36.8K -513 -9%
KWM
1825
Keebeck Wealth Management
Illinois
$356K +$34.7K +483 +11%
71 72
73
74 75