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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
ECM
901
Evergreen Capital Management
Washington
$2.12M
XWM
902
Xcel Wealth Management
Florida
$2.12M
DWM
903
Diversify Wealth Management
Utah
$2.11M
PDL
904
Portfolio Design Labs
California
$2.1M
CFM
905
Catalyst Funds Management
Australia
$2.09M
CWM
906
Congress Wealth Management
Massachusetts
$2.08M
RHAM
907
Round Hill Asset Management
California
$2.08M
TPW
908
Talon Private Wealth
Florida
$2.07M
FPWM
909
FSB Premier Wealth Management
Iowa
$2.07M
EWM
910
Empirical Wealth Management
Washington
$2.07M
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$2.07M
HI
912
Harbour Investments
Wisconsin
$2.06M
RIL
913
Rothschild Investment LLC
Illinois
$2.06M
AC
914
Apella Capital
Connecticut
$2.06M
AA
915
Argent Advisors
Louisiana
$2.06M
NNPTE
916
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.06M
IAIM
917
International Assets Investment Management
Florida
$2.05M
WI
918
WrapManager Inc
California
$2.05M
Fisher Asset Management
919
Fisher Asset Management
Washington
$2.05M
USCWA
920
U.S. Capital Wealth Advisors
Texas
$2.05M
FM
921
Freemont Management
Switzerland
$2.04M
LCOV
922
London Company of Virginia
Virginia
$2.03M
FFS
923
Founders Financial Securities
Maryland
$2.01M
MAM
924
Mystic Asset Management
Rhode Island
$2.01M
WG
925
Winton Group
United Kingdom
$2.01M