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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 %
CAM
2126
Cozad Asset Management
Illinois
$227K -$51.9K -723 -19%
BIM
2127
Baldwin Investment Management
Pennsylvania
$227K +$359 +5 +0.2%
MCCA
2128
Mill Creek Capital Advisors
Pennsylvania
$227K +$4.45K +62 +2%
WFPG
2129
Waller Financial Planning Group
Ohio
$226K +$226K +3,151 New
IF
2130
Ironwood Financial
Arizona
$225K – – –
NB
2131
Northwest Bancshares
Pennsylvania
$225K – – –
SPF
2132
South Plains Financial
Texas
$225K -$64.5K -899 -22%
PA
2133
PharVision Advisers
Florida
$225K -$241K -3,358 -52%
ANC
2134
Ames National Corp
Iowa
$225K +$9.69K +135 +5%
BFA
2135
Beaumont Financial Advisors
Massachusetts
$225K +$12.5K +174 +6%
HFAS
2136
Hummer Financial Advisory Services
Illinois
$224K – – –
EFG
2137
Embree Financial Group
Illinois
$224K +$224K +3,125 New
SCG
2138
Sonata Capital Group
Washington
$224K – – –
CWA
2139
CM Wealth Advisors
Ohio
$223K – – –
KOMWMG
2140
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$223K +$1.15K +16 +0.5%
AFA
2141
AA Financial Advisors
Ohio
$223K -$200K -2,788 -47%
JWM
2142
Jessup Wealth Management
Ohio
$223K -$6.32K -88 -3%
WFA
2143
West Financial Advisors
Iowa
$223K +$359 +5 +0.2%
GPW
2144
Genesis Private Wealth
Virginia
$222K +$222K +3,094 New
AWC
2145
Abundance Wealth Counselors
Pennsylvania
$222K +$222K +3,093 New
SFG
2146
Sunburst Financial Group
Alabama
$222K -$11.9K -166 -5%
NCMW
2147
Northern Capital Management (Washington)
Washington
$221K – – –
BWP
2148
BSW Wealth Partners
Colorado
$221K -$13.4K -186 -6%
SWA
2149
SOA Wealth Advisors
New York
$221K +$7.18K +100 +3%
AA
2150
Apriem Advisors
California
$221K +$13K +181 +6%
84 85
86
87 88