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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 %
AWM
1926
Arista Wealth Management
Nevada
$306K – – –
SIG
1927
Sargent Investment Group
Maryland
$305K +$39.6K +551 +15%
VV
1928
Verity & Verity
South Carolina
$304K -$46.3K -645 -13%
FOA
1929
Five Oceans Advisors
California
$304K +$40.7K +567 +15%
PCH
1930
PGIM Custom Harvest
New Jersey
$303K +$10.2K +142 +3%
KFS
1931
Keynote Financial Services
Connecticut
$303K -$4.67K -65 -2%
CPC
1932
Consolidated Planning Corp
Georgia
$302K +$7.18K +100 +2%
SIA
1933
SGL Investment Advisors
Montana
$302K +$41.2K +562 +16%
RBC
1934
Romano Brothers & Co
Illinois
$302K – – –
PCA
1935
Prosperity Capital Advisors
Ohio
$301K +$34.4K +482 +13%
LFA
1936
Laraway Financial Advisors
Minnesota
$300K -$17.9K -249 -6%
SFC
1937
Strategic Financial Concepts
Texas
$300K +$300K +4,174 New
WMA
1938
West Michigan Advisors
Michigan
$299K -$12.1K -169 -4%
PWG
1939
Private Wealth Group
Florida
$299K +$4.16K +58 +1%
CAG
1940
Centerpoint Advisory Group
Kansas
$299K – – –
FA
1941
Fountainhead AM
New Jersey
$299K +$52.6K +733 +21%
TPA
1942
Trivium Point Advisory
Connecticut
$298K +$41.9K +584 +16%
CWM
1943
CarsonAllaria Wealth Management
Illinois
$298K -$5.67K -79 -2%
EIP
1944
Ellis Investment Partners
Pennsylvania
$298K -$4.38K -61 -1%
LWCFA
1945
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$298K -$2.85K -42 -0.9%
THL
1946
Tillman Hartley LLC
Colorado
$298K – – –
SWM
1947
Stockman Wealth Management
Montana
$297K +$5.31K +74 +2%
GCA
1948
Gradient Capital Advisors
California
$297K +$1.01K +14 +0.3%
FC
1949
Farringdon Capital
United Kingdom
$297K +$297K +4,139 New
BBPWM
1950
Blue Bell Private Wealth Management
Pennsylvania
$296K +$1.44K +20 +0.5%
76 77
78
79 80