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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 %
SWM
2151
Sculati Wealth Management
Michigan
$221K – – –
OHWP
2152
Oak Harbor Wealth Partners
North Carolina
$220K -$4.88K -68 -2%
ARG
2153
Advisory Resource Group
Oklahoma
$220K -$11.5K -160 -5%
MA
2154
MJP Associates
Connecticut
$220K -$87.4K -1,217 -28%
VCM
2155
Vivaldi Capital Management
Illinois
$220K +$27.1K +377 +14%
SHWM
2156
Smith & Howard Wealth Management
Georgia
$220K – – –
LS
2157
Leelyn Smith
Illinois
$219K – – –
YWM
2158
Yukon Wealth Management
Kansas
$219K +$219K +3,047 New
NWM
2159
Northcape Wealth Management
New York
$219K +$502 +7 +0.2%
HGWM
2160
Horst & Graben Wealth Management
Oregon
$219K +$13.6K +190 +7%
SPG
2161
Strategic Planning Group
Utah
$218K +$10.4K +145 +5%
CB
2162
Centennial Bank
Arkansas
$217K -$38.3K -533 -15%
HPBT
2163
Hickory Point Bank & Trust
Illinois
$217K -$8.26K -115 -4%
GL
2164
GHE LLC
Tennessee
$217K +$36.5K +510 +20%
VC
2165
Veery Capital
Delaware
$217K -$861 -12 -0.4%
TC
2166
Trilogy Capital
California
$216K +$216K +3,014 New
RRCM
2167
Rappaport Reiches Capital Management
Illinois
$216K +$216K +3,003 New
HCM
2168
Hengehold Capital Management
Ohio
$215K -$172K -2,394 -44%
TIP
2169
Torray Investment Partners
Maryland
$215K – – –
BWM
2170
Buckley Wealth Management
Nevada
$215K – – –
SOS
2171
Silver Oak Securities
Tennessee
$215K +$215K +3,044 New
NC
2172
North Capital
Utah
$215K +$215K +2,994 New
CGH
2173
CMG Global Holdings
Texas
$214K -$43.3K -622 -17%
BL
2174
Balentine LLC
Georgia
$214K -$19.1K -266 -8%
CAM
2175
CPA Asset Management
Florida
$214K – – –
85 86
87
88 89