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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
ET
951
Equitable Trust
Tennessee
$1.86M
PB
952
Pinnacle Bancorp
Nebraska
$1.85M
PBT
953
Pictet Bank & Trust
Bahamas
$1.84M
DWM
954
Drive Wealth Management
Utah
$1.84M
PFM
955
Potomac Fund Management
Florida
$1.83M
CWM
956
Chemistry Wealth Management
New York
$1.81M
CA
957
CWC Advisors
Oregon
$1.81M
SF
958
Summit Financial
New Jersey
$1.81M
CIC
959
Carnegie Investment Counsel
Ohio
$1.8M
JWM
960
Jeppson Wealth Management
California
$1.79M
DWM
961
Dynasty Wealth Management
Florida
$1.79M
AWA
962
Arkadios Wealth Advisors
Georgia
$1.77M
QIM
963
Quantitative Investment Management
Virginia
$1.77M
SAM
964
Silvercrest Asset Management
New York
$1.77M
BDLIB
965
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.76M
HT
966
HAP Trading
New York
$1.76M
HSA
967
HBK Sorce Advisory
Pennsylvania
$1.76M
NHC
968
Nicholas Hoffman & Company
Georgia
$1.76M
FHA
969
First Horizon Advisors
Tennessee
$1.75M
LWANC
970
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.75M
MIC
971
Meridian Investment Counsel
California
$1.74M
VIM
972
Vista Investment Management
Pennsylvania
$1.74M
GC
973
Gilbert & Cook
Iowa
$1.74M
CC
974
Cadinha & Co
Hawaii
$1.73M
SIA
975
Soltis Investment Advisors
Utah
$1.73M