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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
CCM
701
Coldstream Capital Management
Washington
$3.74M
JHCP
702
Jackson Hole Capital Partners
Oklahoma
$3.72M
NG
703
Norden Group
Utah
$3.69M
3IP
704
3Chopt Investment Partners
Virginia
$3.68M
CG
705
Cynosure Group
Utah
$3.68M
PWG
706
Portside Wealth Group
Utah
$3.67M
SW
707
Simplicity Wealth
New Jersey
$3.67M
FNBT
708
FineMark National Bank & Trust
Florida
$3.66M
FPAS
709
Focus Partners Advisor Solutions
Missouri
$3.65M
AWM
710
Axxcess Wealth Management
California
$3.64M
PIWA
711
Prevail Innovative Wealth Advisors
Kansas
$3.64M
RFC
712
Regions Financial Corp
Alabama
$3.64M
PBC
713
Pavion Blue Capital
California
$3.64M
4WM
714
44 Wealth Management
Oregon
$3.64M
SCA
715
Stonebridge Capital Advisors
Minnesota
$3.64M
CIC
716
Cornercap Investment Counsel
Georgia
$3.64M
LRWA
717
Long Run Wealth Advisors
New York
$3.63M
SCM
718
SOL Capital Management
Maryland
$3.63M
AFS
719
Aft Forsyth & Sober
Florida
$3.62M
MA
720
Montag & Associates
Georgia
$3.62M
AWM
721
Avior Wealth Management
Nebraska
$3.61M
VCA
722
Verdence Capital Advisors
Maryland
$3.59M
WJWM
723
Williams Jones Wealth Management
New York
$3.58M
Wolverine Trading
724
Wolverine Trading
Illinois
$3.57M
OFS
725
OneAscent Financial Services
Alabama
$3.57M