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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 %
AFG
2451
Albion Financial Group
Utah
$13.7K +$72 +1 +0.5%
ACM
2452
Anfield Capital Management
California
$13.6K – – –
CRFG
2453
Columbia River Financial Group
Washington
$13K +$13K +191 New
PS
2454
Pinney & Scofield
Massachusetts
$13K – – –
WWM
2455
Wolff Wiese Magana
California
$11.5K – – –
NA
2456
Nordwand Advisors
Pennsylvania
$11.5K – – –
TCA
2457
Trifecta Capital Advisors
Illinois
$10.9K – – –
AEPWM
2458
Atlantic Edge Private Wealth Management
Florida
$10.8K – – –
SC
2459
Swan Capital
Florida
$10.8K – – –
GTAM
2460
Global Trust Asset Management
Florida
$10.7K -$703K -9,804 -99%
CAWM
2461
Capital A Wealth Management
Pennsylvania
$10.6K +$2.3K +32 +28%
SIM
2462
Synergy Investment Management
Florida
$10.3K – – –
RAM
2463
Riggs Asset Management
Pennsylvania
$10.3K – – –
RDFA
2464
Ritter Daniher Financial Advisory
Ohio
$10.3K – – –
ACA
2465
Atlas Capital Advisors
Wyoming
$9.76K – – –
KWM
2466
Kiker Wealth Management
Georgia
$9.72K +$9.72K +135 New
AP
2467
Aspect Partners
Virginia
$9.62K +$4.6K +64 +91%
MAS
2468
MPWM Advisory Solutions
Georgia
$9.52K +$72 +1 +0.8%
BIM
2469
Breakwater Investment Management
Washington
$9.33K -$11.3K -158 -55%
PWA
2470
Principia Wealth Advisory
Texas
$9.09K +$3.52K +53 +63%
TFM
2471
TFC Financial Management
Massachusetts
$8.83K +$2.15K +30 +32%
IA
2472
IFS Advisors
Kansas
$8.47K – – –
WW
2473
Winnow Wealth
Texas
$8.26K +$2.73K +38 +49%
HFS
2474
Horizon Financial Services
North Carolina
$8.18K +$1.22K +17 +18%
CWA
2475
Carolina Wealth Advisors
South Carolina
$8.11K – – –
97 98
99
100 101