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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 %
IRC
2351
Investors Research Corp
Georgia
$63.1K -$618K -8,607 -91%
CTB
2352
Country Trust Bank
Illinois
$62.3K +$6.46K +90 +12%
WA
2353
WPG Advisers
Maryland
$62.1K +$23.4K +326 +60%
SRCM
2354
Signature Resources Capital Management
California
$61.1K – – –
AWM
2355
Activest Wealth Management
Florida
$60.4K +$59K +822 +4,110%
NECFA
2356
New England Capital Financial Advisors
Connecticut
$60.2K -$14.7K -205 -20%
ABWM
2357
Alpine Bank Wealth Management
Colorado
$59.8K +$59.8K +833 New
RS
2358
Rakuten Securities
Japan
$59.5K +$29.1K +405 +96%
Q1WB
2359
Quest 10 Wealth Builders
Virginia
$58.7K +$1.51K +21 +3%
BL
2360
BFSG LLC
California
$58.6K +$3.16K +44 +6%
WA
2361
Whipplewood Advisors
Colorado
$58.6K +$4.38K +65 +8%
MFT
2362
Moisand Fitzgerald Tamayo
Florida
$57.7K -$11.6K -161 -17%
ATC
2363
Advantage Trust Company
Kansas
$57.4K – – –
VWA
2364
Valued Wealth Advisors
Utah
$57.2K +$5.89K +82 +11%
PWMG
2365
Private Wealth Management Group
New Jersey
$56.9K +$24.1K +335 +73%
BP
2366
BNP Paribas
France
$56.2K +$27.5K +383 +96%
FC
2367
Fairscale Capital
New Hampshire
$56K – – –
AT
2368
Avalon Trust
New Mexico
$55.3K +$55.3K +770 New
MSWA
2369
Marshall & Sterling Wealth Advisors
New York
$54.4K +$16K +223 +42%
CWM
2370
Centricity Wealth Management
Ohio
$52.6K – – –
RFA
2371
Reyes Financial Architecture
California
$52.3K – – –
HC
2372
Hoese & Co
Minnesota
$52K – – –
FMP
2373
Financial Management Professionals
Texas
$51.4K -$4.16K -58 -7%
PPA
2374
Painted Porch Advisors
California
$50.6K – – –
HCA
2375
Harbor Capital Advisors
Illinois
$49K +$36.6K +513 +297%
93 94
95
96 97