WFC icon

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 %
JWWM
1901
Johnson & White Wealth Management
Pennsylvania
$319K +$72 +1 +0%
EA
1902
Evolution Advisers
Virginia
$318K -$26.5K -370 -8%
FAB
1903
First American Bank
Illinois
$317K +$13.4K +187 +4%
IWA
1904
Integrity Wealth Advisors
California
$317K -$51.2K -713 -14%
KLWA
1905
Kelly Lawrence W & Associates
California
$316K – – –
PC
1906
Prairiewood Capital
North Dakota
$316K – – –
IP
1907
Ignite Planners
California
$316K +$58.6K +816 +23%
CC
1908
Centiva Capital
New York
$315K -$503K -7,010 -61%
MWM
1909
Maripau Wealth Management
Indiana
$315K -$3.37K -47 -1%
TVM
1910
True Vision MN
Minnesota
$315K +$315K +4,387 New
GWMR
1911
GC Wealth Management RIA
Massachusetts
$315K +$10.9K +152 +4%
VDI
1912
Vaughan David Investments
Illinois
$314K +$24.1K +336 +8%
CM
1913
Capula Management
Cayman Islands
$314K +$205K +2,850 +188%
TSWM
1914
Tyler-Stone Wealth Management
Ohio
$313K +$19.5K +272 +7%
IC
1915
Inscription Capital
Texas
$312K +$312K +5,390 New
CWM
1916
Chesapeake Wealth Management
Virginia
$312K – – –
NCM
1917
Novare Capital Management
North Carolina
$311K +$67K +933 +27%
ADL
1918
Asset Dedication LLC
California
$310K -$15.8K -220 -5%
ACP
1919
Aviance Capital Partners
Florida
$310K -$86.1K -1,200 -22%
PFA
1920
Professional Financial Advisors
Nebraska
$309K +$1.44K +20 +0.5%
AWM
1921
Ameliora Wealth Management
Switzerland
$308K -$50.7K -706 -14%
IA
1922
IFG Advisors
Missouri
$307K +$72 +1 +0%
CCIA
1923
Cherry Creek Investment Advisors
Colorado
$307K +$861 +12 +0.3%
WAM
1924
Weinberger Asset Management
California
$307K -$10.1K -140 -3%
TI
1925
tru Independence
Oregon
$306K +$21.6K +301 +8%
75 76
77
78 79