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Wells Fargo

2,521 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
2,521
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
AWS
551
Atria Wealth Solutions
New York
$6.39M
ATC
552
Argent Trust Co
Tennessee
$6.38M
HFS
553
Hantz Financial Services
Michigan
$6.35M
GFA
554
Gifford Fong Associates
California
$6.32M
UAM
555
Unison Asset Management
Florida
$6.32M
WIA
556
World Investment Advisors
California
$6.29M
FFA
557
Farther Finance Advisors
California
$6.26M
YIH
558
Y-Intercept (HK)
Hong Kong
$6.24M
WAM
559
Wolverine Asset Management
Illinois
$6.22M
WAS
560
Wesleyan Assurance Society
United Kingdom
$6.21M
MWM
561
Mission Wealth Management
California
$6.2M
HCM
562
Hodges Capital Management
Texas
$6.18M
OCM
563
Olstein Capital Management
New York
$6.15M
MCM
564
Mill Capital Management
North Carolina
$6.11M
SFA
565
Semmax Financial Advisors
North Carolina
$6.1M
PEAK6
566
PEAK6
Illinois
$6.09M
CA
567
Clearstead Advisors
Ohio
$6.08M
MIS
568
Morningstar Investment Services
Illinois
$6.07M
SCM
569
Shelton Capital Management
Colorado
$6.03M
SI
570
Stephens Inc
Arkansas
$6M
LAM
571
Lingohr Asset Management
Germany
$6M
JWCA
572
J.W. Cole Advisors
Florida
$5.99M
Empower Advisory Group
573
Empower Advisory Group
Colorado
$5.98M
NP
574
NorthRock Partners
Minnesota
$5.97M
CA
575
Continental Advisors
Utah
$5.97M