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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 %
FCMT
1826
Founders Capital Management (Texas)
Texas
$355K – – –
CD
1827
Chapin Davis
Maryland
$355K -$7.32K -102 -2%
FAM
1828
Formidable Asset Management
Ohio
$354K -$14.2K -198 -4%
CBT
1829
CoreFirst Bank & Trust
Kansas
$354K – – –
KOC
1830
Koss-Olinger Consulting
Florida
$353K -$2.2M -30,618 -86%
CCM
1831
Check Capital Management
California
$353K – – –
SFC
1832
SYM Financial Corp
Indiana
$352K +$22.3K +311 +7%
UWPG
1833
Ullmann Wealth Partners Group
Florida
$352K -$36.8K -512 -9%
SGCA
1834
Steel Grove Capital Advisors
Tennessee
$351K – – –
4WM
1835
49 Wealth Management
Texas
$350K +$77.5K +1,079 +28%
PMFA
1836
Plante Moran Financial Advisors
Michigan
$349K -$12.3K -171 -3%
YDMI
1837
Y.D. More Investments
Israel
$349K +$32.2K +449 +10%
IA
1838
Inspire Advisors
Idaho
$349K +$287 +4 +0.1%
BDF
1839
Black Diamond Financial
Maryland
$349K +$3.02K +42 +0.9%
KNW
1840
Kesler Norman & Wride
Utah
$349K -$50.8K -708 -13%
SIC
1841
Samalin Investment Counsel
New York
$348K +$25.4K +354 +8%
JWM
1842
Jacksonville Wealth Management
Florida
$348K +$348K +4,850 New
AIA
1843
Accelerate Investment Advisors
California
$348K +$144 +2 +0%
MWM
1844
MinichMacGregor Wealth Management
New York
$348K – – –
SP
1845
Successful Portfolios
Florida
$348K -$1.72K -24 -0.5%
BFP
1846
Brewster Financial Planning
New York
$346K +$1.58K +22 +0.5%
EFL
1847
ERn Financial LLC
Wisconsin
$346K -$4.81K -67 -1%
GA
1848
GFS Advisors
Texas
$345K -$9.75K -136 -3%
CCB
1849
Cutter & Co Brokerage
Missouri
$345K -$4.6K -64 -1%
S
1850
Sachetta
Massachusetts
$344K -$1.8K -25 -0.5%
72 73
74
75 76