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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 %
CWA
2076
Consilio Wealth Advisors
Washington
$245K +$14.4K +200 +6%
FHA
2077
Flagship Harbor Advisors
Massachusetts
$244K +$4.31K +60 +2%
SIC
2078
SFE Investment Counsel
California
$244K – – –
HIIFS
2079
Harel Insurance Investments & Financial Services
Israel
$244K +$244K +3,400 New
NJBEST
2080
New Jersey Better Educational Savings Trust
New Jersey
$244K – – –
SFS
2081
Strategic Financial Services
New York
$244K +$23.8K +332 +11%
RA
2082
Rise Advisors
New York
$242K +$3.73K +52 +2%
CAM
2083
Claret Asset Management
Quebec, Canada
$242K -$2.66K -37 -1%
CF
2084
Convergence Financial
Missouri
$242K +$24.7K +344 +11%
SWRP
2085
Summit Wealth & Retirement Planning
California
$241K +$9.98K +139 +4%
UBG
2086
United Bank (Georgia)
Georgia
$241K +$72 +1 +0%
CBB
2087
Citizens Business Bank
California
$240K +$240K +3,344 New
BPAMU
2088
BTG Pactual Asset Management US
New York
$239K -$4.59M -63,947 -95%
CPCP
2089
Cedar Point Capital Partners
Iowa
$239K – – –
CAL
2090
Capital Advisors Ltd
Ohio
$239K -$143 -2 -0.1%
FWM
2091
Finer Wealth Management
Massachusetts
$239K -$4.02K -56 -2%
GHA
2092
Granite Harbor Advisors
Texas
$239K +$7.32K +102 +3%
DOA
2093
D'Orazio & Associates
Virginia
$238K +$238K +3,320 New
BSB
2094
Bangor Savings Bank
Maine
$238K -$287 -4 -0.1%
BFA
2095
Buttonwood Financial Advisors
Maryland
$238K -$5.53K -77 -2%
WCM
2096
Washington Capital Management
Washington
$237K – – –
HWMG
2097
Hurlow Wealth Management Group
Indiana
$236K -$9.69K -135 -4%
TWP
2098
Tempus Wealth Planning
California
$236K – – –
BWA
2099
Bordeaux Wealth Advisors
California
$236K -$18.9K -263 -7%
LA
2100
Lifeworks Advisors
Michigan
$236K -$31.7K -441 -12%
82 83
84
85 86