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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 %
RFN
2176
RDA Financial Network
Iowa
$214K -$52.3K -729 -20%
O3W
2177
Omni 360 Wealth
New Jersey
$213K +$4.59K +64 +2%
API
2178
Asset Planning Inc
California
$213K +$1.01K +14 +0.5%
FM
2179
Foster & Motley
Ohio
$213K -$11.4K -159 -5%
BWM
2180
BNC Wealth Management
Oregon
$213K – – –
FCA
2181
FLC Capital Advisors
California
$213K – – –
CWM
2182
Challenger Wealth Management
California
$212K +$212K +2,955 New
ZF
2183
Zhang Financial
Michigan
$212K -$179K -2,492 -46%
FA
2184
FDx Advisors
Illinois
$212K -$45.8K -639 -18%
HFRG
2185
Houlihan Financial Resource Group
Virginia
$212K -$4.31K -60 -2%
UFA
2186
Uptown Financial Advisors
Texas
$211K – – –
AT
2187
American Trust
Kentucky
$211K -$12.1K -169 -5%
SSC
2188
Syverson Strege & Co
Iowa
$210K -$1.44K -20 -0.7%
AP
2189
Atwood & Palmer
Missouri
$210K -$108K -1,500 -34%
VBA
2190
von Borstel & Associates
Oregon
$209K -$2.29K -32 -1%
SFG
2191
Sovereign Financial Group
Connecticut
$209K -$5.89K -82 -3%
EIA
2192
Edgemoor Investment Advisors
Maryland
$208K – – –
HIM
2193
Hanlon Investment Management
New Jersey
$208K -$24.8K -346 -11%
KL
2194
KWMG LLC
Kansas
$208K +$215 +3 +0.1%
TA
2195
TFB Advisors
Kansas
$207K -$11.7K -163 -5%
SCA
2196
Scott Capital Advisors
Oregon
$207K – – –
IW
2197
Instrumental Wealth
Florida
$207K -$3.42K -49 -2%
RIM
2198
RW Investment Management
Idaho
$206K – – –
SO
2199
Sierra Ocean
California
$205K +$12.8K +178 +7%
HFS
2200
Howard Financial Services
Texas
$205K +$205K +2,852 New
86 87
88
89 90