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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 %
LWL
1851
Leo Wealth LLC
Texas
$344K +$3.3K +46 +1%
SL
1852
Sentinus LLC
Illinois
$344K +$31.2K +434 +10%
DWM
1853
Destination Wealth Management
California
$344K -$298K -4,145 -46%
TW
1854
Traveka Wealth
California
$343K -$8.18K -114 -2%
AIM
1855
Avity Investment Management
Connecticut
$343K +$89.7K +1,250 +35%
NWWA
1856
New Wave Wealth Advisors
Arkansas
$342K -$140K -1,953 -29%
HKIM
1857
Hayek Kallen Investment Management
Alabama
$342K – – –
GAM
1858
Gould Asset Management
California
$342K – – –
RWP
1859
Revolve Wealth Partners
New Jersey
$341K +$25.9K +361 +8%
BMWS
1860
Brady Martz Wealth Solutions
North Dakota
$340K +$861 +12 +0.3%
ORC
1861
O'Rourke & Company
Massachusetts
$339K +$215 +3 +0.1%
OHWA
1862
Oak Hill Wealth Advisors
Virginia
$339K – – –
HIS
1863
Harvest Investment Services
Illinois
$338K -$2.87K -40 -0.8%
LG
1864
Leuthold Group
Minnesota
$338K -$14.5K -202 -4%
NED
1865
Nancy E. Dempze
$337K -$43.2K -602 -11%
BWG
1866
Beta Wealth Group
California
$337K +$337K +4,700 New
SIMG
1867
Sonora Investment Management Group
Arizona
$337K +$69.9K +973 +26%
WPW
1868
Waldron Private Wealth
Pennsylvania
$335K -$688K -9,577 -67%
MCWS
1869
McKinley Carter Wealth Services
West Virginia
$335K +$65.1K +907 +24%
BCM
1870
Buckhead Capital Management
Georgia
$335K -$1.8K -25 -0.5%
AIA
1871
Alternative Investment Advisors
Florida
$334K +$144 +2 +0%
FWTB
1872
First Western Trust Bank
Colorado
$333K -$9.76K -136 -3%
JSAM
1873
J. Safra Asset Management
New York
$333K -$150K -2,085 -31%
GJWM
1874
Gilliland Jeter Wealth Management
Arkansas
$333K – – –
CWA
1875
Cornerstone Wealth Advisors
Minnesota
$333K -$8.97K -125 -3%
73 74
75
76 77