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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 %
S
2026
Sunpointe
Missouri
$265K -$76.8K -1,070 -22%
WI
2027
Wedgewood Investors
Pennsylvania
$264K – – –
MCWA
2028
Meadow Creek Wealth Advisors
Georgia
$264K -$646 -9 -0.2%
WMP
2029
Wealth Management Partners
Arizona
$264K -$218K -3,037 -45%
W
2030
Wealthquest
Ohio
$264K -$4.31K -60 -2%
COFSG
2031
Carbahal Olsen Financial Services Group
California
$263K -$47.4K -660 -15%
EWM
2032
Endowment Wealth Management
Wisconsin
$263K +$2.87K +40 +1%
MAG
2033
MRA Advisory Group
New Jersey
$262K +$38K +530 +17%
JWS
2034
Juncture Wealth Strategies
Arizona
$262K – – –
SWM
2035
Seed Wealth Management
Illinois
$262K – – –
AI
2036
AXS Investments
New York
$261K -$11.4K -159 -4%
BFA
2037
Beacon Financial Advisory
Ohio
$261K +$3.59K +50 +1%
BFO
2038
Boston Family Office
Massachusetts
$260K – – –
GWSG
2039
GPS Wealth Strategies Group
Colorado
$260K -$63.8K -889 -20%
EWS
2040
Eagle Wealth Strategies
New Jersey
$260K +$503 +7 +0.2%
MFS
2041
Madrona Financial Services
Washington
$260K -$3.59K -50 -1%
MPW
2042
Monterey Private Wealth
California
$258K -$84.3K -1,175 -25%
SF
2043
SWP Financial
California
$258K – – –
VSQM
2044
V-Square Quantitative Management
Illinois
$258K +$2.58K +36 +1%
GG
2045
Greenwood Gearhart
Arkansas
$258K -$19.5K -271 -7%
CTWM
2046
Cherry Tree Wealth Management
Minnesota
$257K +$8.62K +120 +3%
MCA
2047
Magnolia Capital Advisors
Mississippi
$256K -$14.1K -196 -5%
CCG
2048
Catalina Capital Group
California
$255K -$511K -7,115 -67%
WG
2049
Wealth Group
North Carolina
$255K -$28.2K -393 -10%
WAL
2050
W Advisors LLC
Tennessee
$253K +$253K +3,531 New
80 81
82
83 84