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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 152 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
EWP
2501
Elevation Wealth Partners
California
$4.31K
MAM
2502
Marquette Asset Management
Minnesota
$4.16K
DAL
2503
Delta Accumulation LLC
California
$4.12K
OW
2504
Olistico Wealth
Oklahoma
$3.95K
DI
2505
DAGCO Inc
Ohio
$3.59K
CAM
2506
Columbia Asset Management
Michigan
$3.09K
NWMP
2507
Noble Wealth Management PBC
Colorado
$3.02K
BFS
2508
Bare Financial Services
Pennsylvania
$2.87K
LWMI
2509
Legacy Wealth Management (Idaho)
Idaho
$2.58K
PWM
2510
Parkworth Wealth Management
California
$2.37K
STB
2511
S&T Bank
Pennsylvania
$2.23K
NRWA
2512
North Ridge Wealth Advisors
Oregon
$2.15K
PWM
2513
Puff Wealth Management
New Jersey
$2.02K
GA
2514
GoalVest Advisory
New York
$1.72K
GP
2515
Greenline Partners
New York
$1.58K
HIA
2516
HFM Investment Advisors
New Jersey
$1.36K
CIAM
2517
Caitong International Asset Management
Hong Kong
$1.15K
BMC
2518
Bear Mountain Capital
Washington
$858
CWM
2519
Copia Wealth Management
Oregon
$431
SVWA
2520
Sarver Vrooman Wealth Advisors
Missouri
$358
WCM
2521
Westend Capital Management
California
$163
FW
2522
Fairway Wealth
Ohio
$1
Norges Bank
2523
Norges Bank
Norway
Diamond Hill Capital Management
2524
Diamond Hill Capital Management
Ohio
Renaissance Technologies
2525
Renaissance Technologies
New York