WFC icon

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 %
BW
2101
BXM Wealth
Colorado
$235K – – –
WWM
2102
WT Wealth Management
Arizona
$235K +$235K +3,276 New
AWA
2103
Aletheian Wealth Advisors
Washington
$235K -$2.3K -32 -1%
HC
2104
Hara Capital
Washington
$235K -$274K -3,815 -54%
PSP
2105
Pacific Sage Partners
Washington
$235K +$144 +2 +0.1%
BWS
2106
Buck Wealth Strategies
Colorado
$235K +$235K +3,269 New
PCMC
2107
Paragon Capital Management (Colorado)
Colorado
$234K – – –
BIG
2108
Builder Investment Group
Georgia
$233K – – –
ETS
2109
ESL Trust Services
New York
$233K – – –
IWP
2110
Invenio Wealth Partners
Florida
$233K -$38.4K -535 -14%
RC
2111
Rovin Capital
Arizona
$233K – – –
WDG
2112
Wealth Dimensions Group
Ohio
$233K +$17.7K +246 +8%
HPM
2113
Hoxton Planning & Management
West Virginia
$232K +$15.4K +214 +7%
CFA
2114
Capstone Financial Advisors
Illinois
$232K – – –
GFG
2115
Goldstone Financial Group
Illinois
$231K +$72 +1 +0%
WP
2116
WealthPLAN Partners
Nebraska
$231K +$1.94K +27 +0.8%
IAG
2117
Investment Advisory Group
Massachusetts
$230K +$72 +1 +0%
HL
2118
HeadInvest LLC
Maine
$230K +$21.5K +300 +10%
CIA
2119
Caledonia Investments (Australia)
Australia
$230K – – –
RFP
2120
Root Financial Partners
California
$230K -$3.95K -55 -2%
BAM
2121
Brave Asset Management
New Jersey
$229K – – –
CSB
2122
City State Bank
Iowa
$228K -$14.4K -200 -6%
SOW
2123
State of Wyoming
Wyoming
$228K +$228K +3,177 New
BOH
2124
Bank of Hawaii
Hawaii
$227K -$56.7K -790 -20%
FWM
2125
Forza Wealth Management
Florida
$227K – – –
83 84
85
86 87