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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 %
OPTFSNA
2326
Old Point Trust & Financial Services N A
Virginia
$84.9K – – –
FP
2327
Financial Perspectives
Minnesota
$84.9K -$15.1K -210 -15%
FFA
2328
Frazier Financial Advisors
Ohio
$82.1K +$144 +2 +0.2%
RAM
2329
Ramirez Asset Management
New York
$82.1K -$7.18K -100 -8%
RJA
2330
Ross\Johnson & Associates
Minnesota
$80.8K +$1.94K +27 +2%
HNW
2331
High Note Wealth
Minnesota
$78.2K +$29.4K +409 +60%
OIA
2332
Optimum Investment Advisors
Illinois
$77.2K – – –
AWM
2333
Atticus Wealth Management
Florida
$75.4K – – –
PW
2334
Pandora Wealth
Illinois
$75.4K +$75.4K +1,050 New
BWM
2335
Bernard Wealth Management
Michigan
$74.5K +$3.02K +42 +4%
PAI
2336
Pittenger & Anderson Inc
Nebraska
$74.3K – – –
BTD
2337
BankPlus Trust Department
Mississippi
$73.8K +$37.9K +528 +106%
CAM
2338
Creekmur Asset Management
Illinois
$72.2K -$1.72K -24 -2%
RPA
2339
Redwood Park Advisors
California
$72K – – –
BGA
2340
Battery Global Advisors
Massachusetts
$71.8K – – –
MWM
2341
MorganRosel Wealth Management
Colorado
$71.8K +$71.8K +1,000 New
WAM
2342
WFA Asset Management
Wisconsin
$70.3K -$279K -4,819 -80%
FDCP
2343
Foster Dykema Cabot & Partners
Massachusetts
$70.3K – – –
GC
2344
Garde Capital
Washington
$68.8K +$68.8K +958 New
FGAM
2345
Financial Gravity Asset Management
Texas
$66.6K +$66.6K +928 New
Loomis, Sayles & Company
2346
Loomis, Sayles & Company
Massachusetts
$65K -$34.7K -482 -35%
SNB
2347
Security National Bank
Nebraska
$64.3K – – –
VFM
2348
Vision Financial Markets
Connecticut
$63.7K +$8.68K +121 +16%
CWM
2349
Crowley Wealth Management
Delaware
$63.5K +$287 +4 +0.5%
RFG
2350
REAP Financial Group
Texas
$63.3K +$13.4K +187 +27%
92 93
94
95 96