WFC icon

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 %
XC
2376
XY Capital
Hong Kong
$47.2K -$17.8K -248 -27%
RFS
2377
Richardson Financial Services
Massachusetts
$46.9K -$23K -320 -33%
FGA
2378
Fortis Group Advisors
New Jersey
$44.5K – – –
Aristotle Capital Management
2379
Aristotle Capital Management
California
$43.1K – – –
AWM
2380
AllSquare Wealth Management
New York
$43.1K – – –
FWM
2381
FSA Wealth Management
Massachusetts
$43K – – –
OWA
2382
Opal Wealth Advisors
New York
$42.9K +$42.9K +598 New
BI
2383
Binnacle Investments
Iowa
$41.9K +$41.9K +583 New
HC
2384
Hurley Capital
New York
$41.7K – – –
TWD
2385
True Wealth Design
Ohio
$41.3K +$11.5K +160 +38%
LC
2386
Lavaca Capital
Texas
$40.3K +$10.8K +150 +36%
MDA
2387
Minot DeBlois Advisors
Massachusetts
$40.1K – – –
SJIM
2388
St. Johns Investment Management
Florida
$39.7K – – –
BOJHT
2389
Bank of Jackson Hole Trust
Wyoming
$39.6K -$17.8K -227 -31%
DF
2390
Dunhill Financial
United Kingdom
$37.8K +$2.22K +31 +6%
HH
2391
HWG Holdings
Texas
$37.7K +$37.7K +525 New
BCPWM
2392
Bradley & Co Private Wealth Management
Florida
$37.4K -$933 -13 -2%
PPC
2393
Park Place Capital
Alabama
$35.9K -$8.97K -125 -20%
GWS
2394
Greykasell Wealth Strategies
California
$35.9K +$35.9K +500 New
BAM
2395
Byrne Asset Management
New Jersey
$35.2K -$34.4K -490 Closed
MFA
2396
McClarren Financial Advisors
Pennsylvania
$35K +$5.12K +74 +17%
HFS
2397
Hughes Financial Services
Virginia
$34.9K +$34.9K +490 New
JFG
2398
JDM Financial Group
Texas
$34.9K – – –
AT
2399
Arlington Trust
Alabama
$34.8K – – –
SHIM
2400
Stone House Investment Management
Pennsylvania
$34.3K +$34.3K +478 New
94 95
96
97 98