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 %
IMC
2426
Investment Management Corporation
Virginia
$21.7K – – –
BCM
2427
Berbice Capital Management
New York
$21.5K – – –
WIM
2428
Westside Investment Management
California
$21.5K – – –
T
2429
Tidemark
California
$21.2K -$2.01K -28 -9%
WCM
2430
WealthTrak Capital Management
Virginia
$20.4K +$13.4K +187 +193%
BGWM
2431
Bridge Generations Wealth Management
Florida
$20.1K – – –
CFS
2432
CGC Financial Services
Oregon
$20.1K – – –
PP
2433
PrairieView Partners
Minnesota
$20K +$3.16K +46 +19%
CCM
2434
Copeland Capital Management
Pennsylvania
$18.5K – – –
HB
2435
Horizon Bancorp
Indiana
$18K – – –
CMP
2436
Coston McIsaac & Partners
Maine
$18K +$69 +1 +0.4%
AF
2437
Abound Financial
California
$17.7K +$17.7K +247 New
MAM
2438
Morse Asset Management
Connecticut
$17.5K +$8.91K +124 +103%
FCG
2439
Financial Connections Group
California
$17K – – –
HIW
2440
Holos Integrated Wealth
Pennsylvania
$16.7K – – –
DWM
2441
Dogwood Wealth Management
Kansas
$16.6K +$16.6K +231 New
NFSG
2442
Newbridge Financial Services Group
Florida
$16.2K – – –
CWM
2443
Consultiva Wealth Management
Puerto Rico
$14.9K – – –
NWM
2444
Nova Wealth Management
Florida
$14.4K +$6.32K +88 +78%
PGAM
2445
Princeton Global Asset Management
New Jersey
$14.4K +$72 +1 +0.5%
ICCON
2446
Investment Counsel Company of Nevada
Nevada
$14.4K -$14.4K -200 -50%
MAFA
2447
MJT & Associates Financial Advisory
Minnesota
$14.3K +$14.3K +199 New
KA
2448
Kozak & Associates
Colorado
$14.1K +$63 +1 +0.4%
TFA
2449
Toth Financial Advisory
Virginia
$13.9K +$11.8K +165 +589%
GWSA
2450
Global Wealth Strategies & Associates
Colorado
$13.9K – – –
96 97
98
99 100