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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 %
OAJ
2251
Ogorek Anthony Joseph
New York
$147K +$137K +1,909 +1,344%
BTC
2252
Bank & Trust Company
Illinois
$146K – – –
SR
2253
Syntax Research
Florida
$146K – – –
PA
2254
PSI Advisors
Florida
$144K -$10.6K -148 -7%
TC
2255
Trust Company
Kansas
$144K – – –
CWC
2256
Carolinas Wealth Consulting
North Carolina
$144K -$6.03K -84 -4%
FWA
2257
Flagship Wealth Advisors
Massachusetts
$144K -$13.7K -191 -9%
SOAMC
2258
Spirit of America Management Corp
New York
$144K – – –
CCMI
2259
Creative Capital Management Investments
California
$144K – – –
OCM
2260
Osterweis Capital Management
California
$143K -$54.6K -760 -28%
BFPW
2261
BOK Financial Private Wealth
Colorado
$139K -$5.1K -71 -4%
GS
2262
Gagnon Securities
New York
$138K -$81.2K -1,131 -37%
JEST
2263
JTC Employer Solutions Trustee
Jersey
$137K – – –
NCM
2264
Northwest Capital Management
Oregon
$137K – – –
ME
2265
McIlrath & Eck
Washington
$136K +$215 +3 +0.2%
OAM
2266
Ostrum Asset Management
France
$136K -$3.59K -50 -3%
GEA
2267
Glen Eagle Advisors
New Jersey
$135K – – –
CHC
2268
City Holding Co
West Virginia
$133K +$28K +390 +27%
CCAM
2269
Cascades Capital Asset Management
North Carolina
$131K +$131K +1,825 New
HWA
2270
Heritage Wealth Advisors
Virginia
$130K – – –
CJH
2271
Christopher J. Hasenberg
Wisconsin
$129K – – –
EPIME
2272
Evelyn Partners Investment Management (Europe)
$128K +$128K +1,509 New
GJIA
2273
Glass Jacobson Investment Advisors
Maryland
$126K – – –
HDIM
2274
Hanson & Doremus Investment Management
Vermont
$126K +$98.3K +1,366 +355%
KFI
2275
Key Financial Inc
Pennsylvania
$126K – – –
89 90
91
92 93