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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
CIA
576
Concurrent Investment Advisors
Florida
$5.89M
DW30
577
Drucker Wealth 3.0
New Jersey
$5.89M
IAA
578
Independent Advisor Alliance
North Carolina
$5.88M
WS
579
Wedbush Securities
California
$5.83M
WDC
580
Woodward Diversified Capital
California
$5.82M
KIG
581
Kessler Investment Group
Indiana
$5.78M
AWM
582
Apollon Wealth Management
South Carolina
$5.77M
OLA
583
Oliver Luxxe Assets
New Jersey
$5.77M
VA
584
Vident Advisory
Georgia
$5.75M
NC
585
NBW Capital
Massachusetts
$5.75M
KWM
586
Kingsview Wealth Management
Oregon
$5.69M
HI
587
Horizon Investments
North Carolina
$5.69M
TCM
588
Twin Capital Management
Pennsylvania
$5.69M
JAM
589
Jupiter Asset Management
United Kingdom
$5.68M
Envestnet Portfolio Solutions
590
Envestnet Portfolio Solutions
Illinois
$5.65M
Twin Tree Management
591
Twin Tree Management
Texas
$5.64M
AIP
592
Ameritas Investment Partners
Nebraska
$5.55M
USAA
593
United Services Automobile Association
Texas
$5.55M
Walleye Trading
594
Walleye Trading
New York
$5.54M
LFM
595
LGT Fund Management
Liechtenstein
$5.53M
NSEDCP
596
NJ State Employees Deferred Compensation Plan
New Jersey
$5.53M
TW
597
Trajan Wealth
Arizona
$5.53M
HAG
598
HighPoint Advisor Group
Illinois
$5.48M
ESBC
599
E.S. Barr & Co
Kentucky
$5.47M
GT
600
Greenleaf Trust
Michigan
$5.45M