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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 %
OAS
2201
Optivise Advisory Services
Tennessee
$205K -$15K -209 -7%
MFF
2202
Michels Family Financial
Texas
$204K +$204K +2,837 New
NLP
2203
Next Level Private
New York
$204K +$204K +2,837 New
LMKC
2204
L.M. Kohn & Company
Ohio
$204K +$204K +2,836 New
SCA
2205
Sandy Cove Advisors
Massachusetts
$203K +$203K +2,833 New
RB
2206
Rodgers Brothers
Pennsylvania
$203K +$203K +2,825 New
TFA
2207
Tobias Financial Advisors
Florida
$202K +$202K +2,820 New
PIA
2208
Powell Investment Advisors
Florida
$202K – – –
MWM
2209
MGB Wealth Management
Texas
$202K +$202K +2,819 New
RIS
2210
Richmond Investment Services
Wisconsin
$201K +$201K +2,804 New
ERWM
2211
Elk River Wealth Management
Colorado
$201K +$201K +2,800 New
EFG
2212
Ethos Financial Group
Pennsylvania
$201K +$34.1K +484 +20%
WA
2213
WBH Advisory
Maryland
$201K +$201K +2,800 New
IAS
2214
Investment Advisory Services
Texas
$201K +$201K +2,800 New
WPA
2215
West Paces Advisors
Georgia
$201K – – –
JC
2216
JB Capital
Connecticut
$200K +$200K +2,791 New
GWM
2217
GDS Wealth Management
Texas
$200K -$13.8K -192 -6%
IWN
2218
Independent Wealth Network
Iowa
$200K -$7.61K -106 -4%
FFC
2219
Frederick Financial Consultants
Maryland
$200K +$200K +2,786 New
BIA
2220
Bell Investment Advisors
California
$200K -$21K -292 -9%
PSFG
2221
Park Square Financial Group
Georgia
$199K -$1.94K -27 -1%
UCB
2222
United Community Bank
South Carolina
$198K -$68.9K -960 -26%
WAS
2223
Winch Advisory Services
Wisconsin
$198K +$862 +12 +0.4%
CIR
2224
Clear Investment Research
Georgia
$196K – – –
MHR
2225
Matthew Hamilton Rosenberg
$193K – – –
87 88
89
90 91