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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 %
SAM
2276
Sherman Asset Management
California
$124K – – –
ATC
2277
Adirondack Trust Company
New York
$123K – – –
RTC
2278
Riverview Trust Company
Washington
$123K -$5.6K -78 -4%
FCT
2279
First Community Trust
Iowa
$122K – – –
FUBT
2280
First United Bank & Trust
Maryland
$122K -$1.8K -25 -1%
PWM
2281
Proathlete Wealth Management
Florida
$121K +$121K +1,681 New
RL
2282
Rogco LP
Oklahoma
$120K – – –
FAM
2283
Flaharty Asset Management
Florida
$119K +$119K +1,657 New
LAMC
2284
Longview Asset Management (California)
California
$119K – – –
BHWM
2285
Bay Harbor Wealth Management
Maryland
$117K +$4.09K +57 +4%
PWMG
2286
Prestige Wealth Management Group
New Jersey
$115K – – –
CWM
2287
Cranbrook Wealth Management
Michigan
$111K +$8.9K +124 +9%
HCM
2288
Hollencrest Capital Management
California
$111K -$30.8K -429 -22%
C
2289
Covestor
United Kingdom
$111K -$79.3K -1,101 -42%
GWP
2290
Gen-Wealth Partners
Michigan
$111K -$11.6K -161 -9%
AA
2291
Addison Advisors
Vermont
$111K -$2.73K -38 -2%
RMP
2292
Richards, Merrill & Peterson
Washington
$110K – – –
OP
2293
ORG Partners
Indiana
$110K +$19.1K +266 +21%
SWIM
2294
Smallwood Wealth Investment Management
New Jersey
$109K +$109K +1,513 New
ANBT
2295
American National Bank & Trust
Texas
$107K – – –
BCMLT
2296
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K +$431 +6 +0.4%
TFGT
2297
TS Financial Group (TSFG)
Illinois
$106K +$106K +1,471 New
CA
2298
Centerpoint Advisors
Massachusetts
$105K – – –
RF
2299
Rossby Financial
Florida
$103K +$103K +1,484 New
UIA
2300
Ulland Investment Advisors
Minnesota
$103K – – –
90 91
92
93 94