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Wells Fargo

2,523 hedge funds and large institutions have $177B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 963 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: 963 | 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
2,523
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
KWS
826
Keystone Wealth Services
California
$2.58M
GW
827
Griffith & Werner
Georgia
$2.58M
VVP
828
Venture Visionary Partners
Ohio
$2.58M
WB
829
WesBanco Bank
West Virginia
$2.55M
MMA
830
Miracle Mile Advisors
California
$2.55M
CPBTD
831
Central Pacific Bank - Trust Division
Hawaii
$2.54M
CAS
832
Coppell Advisory Solutions
Texas
$2.54M
RCAG
833
Rehmann Capital Advisory Group
Michigan
$2.53M
NW
834
Naviter Wealth
Arkansas
$2.52M
CPIG
835
Chicago Partners Investment Group
Illinois
$2.5M
LS
836
Livforsakringsbolaget Skandia
Sweden
$2.49M
TSWM
837
Triangle Securities Wealth Management
North Carolina
$2.48M
DT
838
Diversified Trust
Tennessee
$2.48M
AFG
839
Atomi Financial Group
New York
$2.48M
QI
840
QV Investors
Alberta, Canada
$2.46M
MAM
841
Meeder Asset Management
Ohio
$2.45M
MIM
842
Miller Investment Management
Pennsylvania
$2.45M
IWM
843
Iams Wealth Management
Nebraska
$2.44M
LAM
844
Lummis Asset Management
Texas
$2.42M
SCI
845
Stableford Capital II
Arizona
$2.4M
NRS
846
Neville Rodie & Shaw
New York
$2.4M
BBHC
847
Brown Brothers Harriman & Co
New York
$2.4M
MYIA
848
Mount Yale Investment Advisors
Colorado
$2.38M
OWA
849
One Wealth Advisors
California
$2.38M
CI
850
Cigna Investments
Connecticut
$2.37M