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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 %
FFG
1876
First Financial Group
North Carolina
$331K -$6.82K -95 -2%
CPWA
1877
Cerro Pacific Wealth Advisors
California
$330K -$7.31K -104 -2%
Cohen & Steers
1878
Cohen & Steers
New York
$330K +$330K +4,600 New
BGAI
1879
Bruce G. Allen Investments
Colorado
$329K -$41.9K -583 -11%
QFW
1880
QTR Family Wealth
Florida
$329K +$329K +4,580 New
TWA
1881
Talisman Wealth Advisors
New Jersey
$328K +$3.81K +53 +1%
CWM
1882
Concentrum Wealth Management
California
$327K +$28.4K +396 +10%
PSC
1883
Prentiss Smith & Co
Vermont
$327K – – –
WAAG
1884
Wealth Alliance Advisory Group
Kansas
$327K – – –
ACP
1885
Argyle Capital Partners
California
$326K -$24.3K -339 -7%
MPM
1886
MBB Public Markets
Illinois
$326K +$326K +4,541 New
IIA
1887
Integral Investment Advisors
California
$326K -$256K -3,572 -44%
ARC
1888
Advisor Resource Council
Texas
$326K +$326K +4,536 New
CWMK
1889
Caliber Wealth Management (Kansas)
Kansas
$324K +$324K +4,518 New
CSC
1890
Caldwell Sutter Capital
California
$324K -$9.91K -138 -3%
SP
1891
Stonebrook Private
Michigan
$323K +$33.2K +462 +11%
GITFIT
1892
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$323K -$240K -3,337 -43%
JSSH
1893
J. Safra Sarasin Holding
$323K +$63.6K +886 +25%
CAS
1894
CTC Alternative Strategies
Illinois
$323K +$323K +4,500 New
BFA
1895
Bill Few Associates
Pennsylvania
$322K – – –
BHWM
1896
Bar Harbor Wealth Management
New Hampshire
$322K -$5.82K -81 -2%
CS
1897
Capital Square
Tennessee
$321K – – –
SEP
1898
Southland Equity Partners
Missouri
$320K +$9.55K +133 +3%
AAP
1899
Arax Advisory Partners
Colorado
$320K -$68.3K -951 -18%
BMCM
1900
Bryn Mawr Capital Management
Pennsylvania
$320K +$42.9K +598 +16%
74 75
76
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