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Wells Fargo

2,520 hedge funds and large institutions have $177B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 962 increasing their positions, 994 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 994

6% less call options, than puts

Call options by funds: $3.78B | Put options by funds: $4.03B

6% less funds holding in top 10

Funds holding in top 10: 8782 (-5)

Holders
2,520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.78B
Puts
$4.03B
Net Calls
Net Calls Change

Top Buyers

1 +$783M
2 +$567M
3 +$476M
4
BlackRock
BlackRock
New York
+$409M
5
Morgan Stanley
Morgan Stanley
New York
+$378M

Top Sellers

1 -$1.17B
2 -$921M
3 -$392M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$347M
5
Millennium Management
Millennium Management
New York
-$311M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
2476
Horizon Financial Services
North Carolina
$8.18K
CWA
2477
Carolina Wealth Advisors
South Carolina
$8.11K
EWA
2478
EQ Wealth Advisors
Texas
$8.04K
HHGA
2479
Halbert Hargrove Global Advisors
California
$7.94K
GFL
2480
Granite FO LLC
New Hampshire
$7.75K
DWM
2481
Darwin Wealth Management
Florida
$7.55K
DFA
2482
DHJJ Financial Advisors
Illinois
$7.52K
NRG
2483
Nemes Rush Group
Michigan
$7.47K
EAM
2484
Eukles Asset Management
Ohio
$7.25K
TLA
2485
Tanglewood Legacy Advisors
Texas
$7.18K
HFS
2486
Hopwood Financial Services
Virginia
$7.18K
MBFW
2487
Morton Brown Family Wealth
Pennsylvania
$7.18K
WA
2488
WestEnd Advisors
North Carolina
$6.96K
CIM
2489
Contravisory Investment Management
Massachusetts
$6.82K
BFS
2490
Burkett Financial Services
South Carolina
$6.49K
PWA
2491
Provenance Wealth Advisors
Florida
$6.39K
OWP
2492
ORG Wealth Partners
Texas
$5.66K
RWA
2493
Redmont Wealth Advisors
Illinois
$5.53K
CFFP
2494
Center for Financial Planning
Michigan
$5.31K
CF
2495
Conquis Financial
California
$5.17K
TCM
2496
TD Capital Management
Tennessee
$5.15K
FWA
2497
FSC Wealth Advisors
New York
$4.88K
WOC
2498
West Oak Capital
California
$4.45K
RI
2499
Ridgewood Investments
New Jersey
$4.45K
PS
2500
PayPay Securities
Japan
$4.43K