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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 %
EP
1976
EPIQ Partners
Minnesota
$287K – – –
HA
1977
HC Advisors
Georgia
$287K -$61K -849 -18%
CAL
1978
Capital Analysts LLC
Pennsylvania
$287K +$287 +4 +0.1%
OFW
1979
Omnia Family Wealth
Florida
$286K +$286K +3,989 New
ICP
1980
Impact Capital Partners
Colorado
$285K +$18.1K +252 +7%
AF
1981
Apexium Financial
Texas
$284K -$644K -8,976 -69%
HWMO
1982
Heritage Wealth Management (Ohio)
Ohio
$284K – – –
TW
1983
Towerpoint Wealth
California
$283K – – –
EIG
1984
Ellenbecker Investment Group
Wisconsin
$283K +$1.36K +19 +0.5%
BWMG
1985
Barnes Wealth Management Group
California
$283K +$283K +3,944 New
TWA
1986
TCI Wealth Advisors
Arizona
$283K -$36.4K -507 -11%
RIA
1987
Regal Investment Advisors
Michigan
$282K -$10.7K -149 -4%
GKIM
1988
GW&K Investment Management
Massachusetts
$282K -$37K -515 -12%
CCAL
1989
City Center Advisors LLC
Michigan
$282K +$5.89K +82 +2%
DCM
1990
Donaldson Capital Management
Indiana
$281K +$281K +3,919 New
PCMN
1991
Paradigm Capital Management (Nevada)
Nevada
$281K – – –
FA
1992
Fedenia Advisers
Wisconsin
$280K +$280K +3,897 New
CTA
1993
Colonial Trust Advisors
South Carolina
$279K +$5.38K +75 +2%
CFS
1994
CRA Financial Services
New Jersey
$278K +$69.1K +962 +33%
TNBTD
1995
Trustmark National Bank Trust Department
Mississippi
$278K +$12.2K +170 +5%
VC
1996
Vicus Capital
Pennsylvania
$278K -$63.5K -884 -19%
XSC
1997
X-Square Capital
Puerto Rico
$278K +$647 +9 +0.2%
SWA
1998
Sax Wealth Advisors
New Jersey
$278K +$278K +3,869 New
CCA
1999
Cooper Capital Advisors
California
$278K -$10.4K -145 -4%
GWM
2000
Guardian Wealth Management
Illinois
$277K +$431 +6 +0.2%
78 79
80
81 82