How many stocks does WELLS FARGO & COMPANY/MN own?

As of Q1 2025, WELLS FARGO & COMPANY/MN holds 7,040 positions in their 13F portfolio.

What is WELLS FARGO & COMPANY/MN's largest holding?

AAPL at 2.9% of portfolio, worth $12.8B.

What is WELLS FARGO & COMPANY/MN's total portfolio value?

$440.3B as of Q1 2025, tracked across 7,040 holdings.

Is WELLS FARGO & COMPANY/MN a hedge fund?

WELLS FARGO & COMPANY/MN is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does WELLS FARGO & COMPANY/MN report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has WELLS FARGO & COMPANY/MN's portfolio changed in Q1 2025?

View WELLS FARGO & COMPANY/MN's latest portfolio changes, new positions, and exits for Q1 2025 on HoldingsIntel.

What is WELLS FARGO & COMPANY/MN's investment strategy?

WELLS FARGO & COMPANY/MN is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WELLS FARGO & COMPANY/MN

Institutional investor · Portfolio as of Q1 2025

SEC EDGAR SourceSEC Filings

$440.3B

AUM

7,040

Positions

Q1 2025

Filing

Rating · 4.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'25

New3%Increased53%Decreased41%Exited4%

Composition

Equity vs derivatives

Equity94%Puts4%Calls2%

Holding period

Avg 1.4 years

<1Q3%1-4Q7%1-2Y88%2Y+1%

Q1 2025 Summary

Active quarter - 228 new positions, 219 exits, 3407 increased. Top move: QQQ (INCREASED, conviction 67). Portfolio: $440.3B across 7040 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL2.90%

MSFT2.80%

IVV2.27%

SPY1.73%

ITOT1.62%

NVDA1.47%

VO1.41%

JPM1.34%

AMZN1.30%

IEFA1.23%

Other1.21%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown41.38%

Technology15.81%

Financial Services9.09%

Healthcare6.96%

Industrials6.16%

Consumer Cyclical5.76%

Consumer Defensive3.94%

Communication Services3.77%

Energy2.83%

Utilities1.89%

Other2.42%

Fund DNA

Behavioral investing profile

Balanced Allocator90%- primarily Unknown, Technology

Compare DNA across all funds

Fund Rating

7-dimension quality assessment

Elite(4.5 / 5.0)

Track Record55

Conviction38

Concentration0

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

MNPR7Q held

MONOPAR THERAPEUTICS INC

Avg $3.49 · $9,210 est. P&L

Est. P&L

+1055.71%

PDYN7Q held

PALLADYNE AI CORP

Avg $0.87 · $282 est. P&L

Est. P&L

+651.30%

SLGL6Q held

SOL GEL TECHNOLOGIES

Avg $11.05 · $31,450 est. P&L

Est. P&L

+569.23%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings7,040 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	57.4M	$12.8B	2.9%	—	$170.19	+27.48%	7 qtrssince 2023-Q3	Decreased 0
MSFT MICROSOFT CORP	32.8M	$12.3B	2.8%	—	$313.44	+20.21%	7 qtrssince 2023-Q3	Decreased 0
IVV ETF iShares Trust CORE S&P500 ETF	17.8M	$10B	2.3%	—	$436.58	+26.61%	7 qtrssince 2023-Q3	Decreased 0
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	13.6M	$7.6B	1.7%	—	$462.62	+19.07%	7 qtrssince 2023-Q3	Increased 53
ITOT ETF ISHARES TR	58.6M	$7.1B	1.6%	—	$97.05	+23.94%	7 qtrssince 2023-Q3	Increased 53
NVDA NVIDIA CORPORATION	59.8M	$6.5B	1.5%	—	$115.30	-4.90%	7 qtrssince 2023-Q3	Increased 57
VO ETF VANGUARD INDEX FDS	24M	$6.2B	1.4%	—	$204.74	+24.17%	7 qtrssince 2023-Q3	Increased 54
JPM JPMORGAN CHASE & CO	24M	$5.9B	1.3%	—	$137.26	+73.38%	7 qtrssince 2023-Q3	Decreased 0
AMZN AMAZON COM INC	30M	$5.7B	1.3%	—	$136.27	+41.42%	7 qtrssince 2023-Q3	Increased 51
IEFA ETF ISHARES TR	71.6M	$5.4B	1.2%	—	$62.10	+18.56%	7 qtrssince 2023-Q3	Increased 55
AGG ETF ISHARES TR	53.9M	$5.3B	1.2%	—	$86.61	+9.96%	7 qtrssince 2023-Q3	Increased 50
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	10.4M	$4.9B	1.1%	—	$401.62	+16.35%	7 qtrssince 2023-Q3	Increased 67
META META PLATFORMS INC	7.5M	$4.3B	1.0%	—	$388.05	+48.29%	7 qtrssince 2023-Q3	Increased 57
AVGO BROADCOM INC	24.1M	$4B	0.9%	—	$164.23	+2.37%	7 qtrssince 2023-Q3	Increased 45
UNH UNITEDHEALTH GROUP INC	6.4M	$3.4B	0.8%	—	$483.16	+4.68%	7 qtrssince 2023-Q3	Decreased 0
VEA ETF VANGUARD TAX-MANAGED FDS	65.3M	$3.3B	0.8%	—	$40.75	+22.07%	7 qtrssince 2023-Q3	Increased 45
GSLC ETF GOLDMAN SACHS ETF TR	29.9M	$3.3B	0.7%	—	$84.03	+29.15%	7 qtrssince 2023-Q3	Increased 45
IWR ETF ISHARES TR	38.3M	$3.3B	0.7%	—	$69.40	+20.69%	7 qtrssince 2023-Q3	Increased 50
IWM ETF ISHARES TR	15.2M	$3B	0.7%	—	$179.45	+10.71%	7 qtrssince 2023-Q3	Decreased 0
CVX CHEVRON CORPORATION	18M	$3B	0.7%	—	$150.78	+5.41%	7 qtrssince 2023-Q3	Increased 45
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