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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 %
SF
1951
Slagle Financial
Illinois
$296K -$46.5K -648 -14%
IIM
1952
Ipswich Investment Management
Massachusetts
$294K – – –
LCS
1953
Levin Capital Strategies
New York
$294K -$14.4K -200 -5%
BWP
1954
Bernardo Wealth Planning
Pennsylvania
$294K +$15.8K +220 +6%
PSP
1955
Principal Street Partners
Tennessee
$294K -$3.02K -42 -1%
AMBIA
1956
Allen Mooney & Barnes Investment Advisors
Georgia
$294K -$4.16K -58 -1%
MA
1957
MKT Advisors
California
$294K -$1.55K -25 -0.5%
BMO
1958
Beck Mack & Oliver
New York
$293K +$36.6K +510 +14%
SI
1959
Saxon Interests
Texas
$293K +$72 +1 +0%
CWM
1960
Centurion Wealth Management
Virginia
$291K – – –
GBT
1961
Grove Bank & Trust
Florida
$291K +$68.7K +957 +31%
TFCP
1962
Twin Focus Capital Partners
Massachusetts
$291K – – –
SCM
1963
Stordahl Capital Management
Colorado
$291K +$8.11K +113 +3%
FPF
1964
First Pacific Financial
Washington
$290K +$11.9K +166 +4%
HBW
1965
Hazlett, Burt & Watson
West Virginia
$290K +$62.2K +865 +27%
CNB
1966
Camden National Bank
Maine
$290K +$12.4K +173 +4%
FFA
1967
Fi3 Financial Advisors
Indiana
$290K +$13.1K +182 +5%
NDSI
1968
Newman Dignan & Sheerar Inc
Rhode Island
$289K – – –
FSCM
1969
Front Street Capital Management
Montana
$289K -$303K -4,225 -51%
PCA
1970
Peddock Capital Advisors
Massachusetts
$289K +$8.54K +119 +3%
CC
1971
Copperleaf Capital
North Carolina
$289K +$52K +724 +22%
JHP
1972
James Hambro & Partners
United Kingdom
$289K – – –
GIA
1973
Guyasuta Investment Advisors
Pennsylvania
$288K -$105K -1,459 -27%
HIM
1974
Hillsdale Investment Management
Ontario, Canada
$287K +$182K +2,540 +174%
UBV
1975
United Bank (Virginia)
Virginia
$287K – – –
77 78
79
80 81