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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 %
MWA
2051
Motive Wealth Advisors
Michigan
$253K +$6.68K +93 +3%
LWA
2052
Lifelong Wealth Advisors
Minnesota
$253K +$253K +3,526 New
LF
2053
LifePlan Financial
Minnesota
$253K -$78.7K -1,096 -24%
T
2054
TOBAM
France
$252K -$482K -6,703 -66%
OPWM
2055
Oregon Pacific Wealth Management
Oregon
$252K +$15.4K +214 +7%
CIS
2056
Custom Index Systems
New York
$251K – – –
AWM
2057
Ariadne Wealth Management
California
$251K -$99.3K -1,361 -28%
FIB
2058
First Interstate Bank
Montana
$250K -$16.3K -227 -6%
ALA
2059
Atlas Legacy Advisors
California
$250K – – –
MWM
2060
McMill Wealth Management
Nebraska
$250K +$2.15K +30 +0.9%
TTWM
2061
TCV Trust & Wealth Management
Virginia
$250K – – –
NG
2062
Northstar Group
New York
$249K – – –
SFC
2063
Sprinkle Financial Consultants
Colorado
$249K – – –
JWM
2064
JGP Wealth Management
Oregon
$249K -$4.67K -65 -2%
LSWP
2065
Liberty Square Wealth Partners
Pennsylvania
$249K – – –
PAG
2066
Powers Advisory Group
Illinois
$248K +$790 +11 +0.3%
LWM
2067
Lionshead Wealth Management
New York
$248K -$718 -10 -0.3%
ANB
2068
Amarillo National Bank
Texas
$248K – – –
USWIA
2069
UP Strategic Wealth Investment Advisors
Pennsylvania
$247K +$247K +3,441 New
TFIPS
2070
Towarzystwo Funduszy Inwestycyjnych PZU SA
$247K -$3.59K -50 -1%
PS
2071
Planned Solutions
California
$247K +$21.5K +300 +10%
BBA
2072
Braun-Bostich & Associates
Pennsylvania
$247K -$4.24K -59 -2%
PWM
2073
Power Wealth Management
Georgia
$247K -$56.9K -792 -19%
CAWM
2074
Capital Advisors Wealth Management
Washington
$246K +$359 +5 +0.1%
B
2075
BetterWealth
California
$246K +$7.39K +103 +3%
81 82
83
84 85