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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 %
SIC
2301
SJS Investment Consulting
Ohio
$102K +$215 +3 +0.2%
MMCM
2302
Murphy & Mullick Capital Management
New York
$101K +$3.8K +53 +4%
CB
2303
Community Bank
New York
$101K – – –
SA
2304
SRH Advisors
Kansas
$101K – – –
MSWM
2305
Mowery & Schoenfeld Wealth Management
Illinois
$99.1K +$503 +7 +0.5%
PFG
2306
Putney Financial Group
California
$98.4K -$7.18K -100 -7%
FC
2307
Family CFO
California
$96.7K – – –
MEG
2308
Millstone Evans Group
Colorado
$96.6K – – –
IBOK
2309
Independence Bank of Kentucky
Kentucky
$95.1K – – –
BWL
2310
Bogart Wealth LLC
Virginia
$94.2K +$14.1K +196 +18%
CT
2311
Clearstead Trust
Maine
$93.3K -$9.41K -131 -9%
TCM
2312
TruNorth Capital Management
Michigan
$93.3K – – –
SCB
2313
Saudi Central Bank
Saudi Arabia
$92.9K +$92.9K +1,294 New
USB
2314
Union Savings Bank
Connecticut
$92.8K – – –
CYG
2315
Clean Yield Group
Vermont
$91.5K -$503 -7 -0.5%
CAM
2316
Clarity Asset Management
Iowa
$91.5K +$287 +4 +0.3%
BA
2317
Bellwether Advisors
Nebraska
$88.7K – – –
IRAG
2318
Investment Research & Advisory Group
Georgia
$87.9K – – –
AIM
2319
Arcadia Investment Management
Michigan
$87.7K – – –
BONH
2320
Bank of New Hampshire
New Hampshire
$87.6K -$21.2K -295 -19%
MIM
2321
Manitou Investment Management
Ontario, Canada
$87.6K +$87.6K +1,220 New
FMTCOCP
2322
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K – – –
FFL
2323
Financial Freedom LLC
Ohio
$86.7K +$215 +3 +0.2%
BHWM
2324
Beaird Harris Wealth Management
Texas
$86.1K +$5.38K +75 +7%
CPG
2325
Cornerstone Planning Group
New Jersey
$85.1K +$32.3K +475 +61%
91 92
93
94 95