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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 %
OCM
2226
Orion Capital Management
California
$191K +$155K +2,156 +431%
SVCP
2227
Silicon Valley Capital Partners
California
$189K +$107K +1,512 +130%
NMG
2228
New Millennium Group
Utah
$188K -$359 -5 -0.2%
Group One Trading
2229
Group One Trading
Illinois
$187K -$28.4M -396,135 -99%
MTIC
2230
Missouri Trust & Investment Company
Missouri
$187K – – –
PH
2231
Pinnacle Holdings
Oklahoma
$185K -$2.73K -38 -1%
CFS
2232
Compass Financial Services
Iowa
$181K +$61.9K +863 +52%
CFD
2233
Creative Financial Designs
Indiana
$181K -$22.3K -311 -11%
HWM
2234
Hemington Wealth Management
Virginia
$180K +$11.1K +156 +7%
ACA
2235
American Capital Advisory
Idaho
$179K -$25.6K -357 -13%
CB
2236
CNB Bank
Pennsylvania
$178K -$5.46K -76 -3%
TSMHT
2237
Thurston Springer Miller Herd & Titak
Indiana
$175K -$88K -1,226 -33%
CBT
2238
Crews Bank & Trust
Florida
$175K – – –
PAG
2239
Paladin Advisory Group
Iowa
$173K -$144 -2 -0.1%
SFG
2240
Stonebridge Financial Group
Pennsylvania
$169K +$33.2K +463 +24%
DIP
2241
DT Investment Partners
Pennsylvania
$163K – – –
GCM
2242
Gables Capital Management
Florida
$158K – – –
JGIA
2243
Jackson Grant Investment Advisers
Connecticut
$158K – – –
AAG
2244
Armstrong Advisory Group
Massachusetts
$157K – – –
AWM
2245
Abound Wealth Management
Tennessee
$157K +$30.4K +423 +24%
A
2246
AlphaQuest
New York
$155K +$155K +2,162 New
AIM
2247
Acropolis Investment Management
Missouri
$153K +$2.01K +28 +1%
GFPC
2248
Global Financial Private Client
Florida
$152K +$6.46K +90 +4%
CCA
2249
Catalyst Capital Advisors
New York
$151K +$47K +655 +45%
NC
2250
NewSquare Capital
Pennsylvania
$148K +$48.5K +676 +49%
88 89
90
91 92