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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
AWM
976
Aviso Wealth Management
Washington
$1.73M
IA
977
Insight Advisors
Pennsylvania
$1.73M
RCM
978
Rokos Capital Management
United Kingdom
$1.72M
WBC
979
Westpac Banking Corp
Australia
$1.72M
OCM
980
One Capital Management
California
$1.71M
NS
981
NBC Securities
Alabama
$1.71M
FG
982
Fiduciary Group
Georgia
$1.7M
FSA
983
Fort Sheridan Advisors
Illinois
$1.69M
HIC
984
Holderness Investments Company
North Carolina
$1.69M
FWA
985
FOCUS Wealth Advisors
Texas
$1.69M
EWA
986
EverSource Wealth Advisors
Alabama
$1.69M
HAM
987
Hedges Asset Management
Nevada
$1.69M
IAN
988
Integrated Advisors Network
Texas
$1.68M
MG
989
Mather Group
Illinois
$1.68M
FRA
990
Frank Rimerman Advisors
California
$1.68M
PPWP
991
Premier Path Wealth Partners
New Jersey
$1.68M
TFA
992
Trinity Financial Advisors
Ohio
$1.67M
CNBTD
993
Citizens National Bank Trust Department
Mississippi
$1.66M
CGPCS
994
Capital Group Private Client Services
California
$1.65M
BFIM
995
Beese Fulmer Investment Management
Ohio
$1.65M
JIP
996
Jaffetilchin Investment Partners
Florida
$1.64M
HCM
997
Howard Capital Management
Georgia
$1.64M
SBIA
998
Sheaff Brock Investment Advisors
Indiana
$1.64M
BBL
999
Beck Bode LLC
Massachusetts
$1.63M
SC
1000
Syon Capital
California
$1.62M