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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 %
OWA
2001
Octavia Wealth Advisors
Ohio
$276K -$13.6K -189 -5%
FSA
2002
Financial Security Advisor
Virginia
$276K +$6.89K +96 +3%
PBF
2003
Petix & Botte Financial
California
$275K – – –
CCA
2004
Cottonwood Capital Advisors
Utah
$275K +$144 +2 +0.1%
UWM
2005
United Wealth Management
Virginia
$274K -$70.4K -980 -20%
FNWA
2006
Financial Network Wealth Advisors
Utah
$274K +$34.2K +477 +14%
DO
2007
denkapparat Operations
Germany
$274K -$681K -9,488 -71%
CWA
2008
Centennial Wealth Advisory
Michigan
$273K +$20.1K +280 +8%
ABLA
2009
Alan B. Lancz & Associates
Ohio
$273K -$71.8K -1,000 -21%
HWM
2010
HRC Wealth Management
Idaho
$273K +$790 +11 +0.3%
BC
2011
Brio Consultants
California
$273K +$1.94K +27 +0.7%
NCTC
2012
New Covenant Trust Company
Indiana
$272K -$22.4K -317 -8%
CAI
2013
Capital Advisors Inc
Oklahoma
$272K +$44.1K +614 +19%
WCFA
2014
Walkner Condon Financial Advisors
Wisconsin
$271K +$19.5K +271 +8%
VFG
2015
Victory Financial Group
Texas
$271K +$59.2K +831 +28%
PCM
2016
Penserra Capital Management
California
$271K -$637K -8,886 -70%
GSF
2017
Grove Street Fiduciary
New Hampshire
$270K – – –
SI
2018
Seeds Investor
New York
$270K -$47.3K -659 -15%
AWA
2019
Acorn Wealth Advisors
Michigan
$270K -$15.1K -210 -5%
ACA
2020
Affinity Capital Advisors
California
$269K +$9.19K +147 +4%
OWA
2021
Outlook Wealth Advisors
Texas
$269K +$3.59K +50 +1%
ATS
2022
Ashton Thomas Securities
New York
$268K +$3.73K +52 +1%
CMAI
2023
Capital Management Associates Inc
Minnesota
$266K +$9.76K +136 +4%
1L
2024
10Elms LLP
Oklahoma
$266K +$79K +1,100 +42%
ACM
2025
Ayrshire Capital Management
Connecticut
$266K -$201K -2,800 -43%
79 80
81
82 83