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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
MWM
2601
Maridea Wealth Management
New York
GWM
2602
Gitterman Wealth Management
New Jersey
HA
2603
Helium Advisors
Washington
TC
2604
Taika Capital
Florida
CNTOF
2605
Canandaigua National Trust of Florida
New York
VCP
2606
Vista Capital Partners
Oregon
BWP
2607
Balboa Wealth Partners
Arizona
CWP
2608
Core Wealth Partners
California
SCM
2609
Spring Capital Management
Texas
CFG
2610
CKW Financial Group
Hawaii
SWIG
2611
Strategic Wealth Investment Group
Kentucky
CCM
2612
Crabel Capital Management
California
GWM
2613
Greenwich Wealth Management
Connecticut
QPW
2614
Quantum Private Wealth
Florida
GGS
2615
Galvin Gaustad & Stein
Arizona
AC
2616
Addison Capital
Pennsylvania
ET
2617
Entropy Technologies
New York
CST
2618
Charles Schwab Trust
Nevada
CCM
2619
Chiron Capital Management
Florida
JTWM
2620
Jackson Thornton Wealth Management
Alabama
WWG
2621
West Wealth Group
California
AIA
2622
Angeles Investment Advisors
California
IA
2623
IFG Advisory
Georgia
FMN
2624
Financial Management Network
California
CCS
2625
Concentric Capital Strategies
Connecticut