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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
SWM
1001
SeaCrest Wealth Management
New York
$1.61M
RPC
1002
Rossmore Private Capital
Connecticut
$1.6M
GA
1003
Guerra Advisors
Florida
$1.6M
BHBT
1004
Burke & Herbert Bank & Trust
Virginia
$1.6M
HFM
1005
Hartford Funds Management
Pennsylvania
$1.6M
DTC
1006
Davidson Trust Company
Washington
$1.6M
WBC
1007
West Branch Capital
Massachusetts
$1.59M
CCM
1008
Collar Capital Management
Wisconsin
$1.59M
MA
1009
Mutual Advisors
Nebraska
$1.58M
AL
1010
Aspiriant LLC
California
$1.57M
GIM
1011
Generali Investments Management
Slovenia
$1.56M
PK
1012
Pflug Koory
Nebraska
$1.56M
LIM
1013
Leavell Investment Management
Alabama
$1.56M
CCG
1014
Ceeto Capital Group
Florida
$1.54M
CCB
1015
Country Club Bank
Missouri
$1.54M
MC
1016
Martin & Co
Tennessee
$1.52M
SCTC
1017
Sanibel Captiva Trust Company
Florida
$1.52M
WG
1018
Welch Group
Alabama
$1.52M
MWM
1019
Modera Wealth Management
New Jersey
$1.52M
LWM
1020
LJI Wealth Management
Indiana
$1.51M
GLLW
1021
Graves Light Lenhart Wealth
Virginia
$1.51M
CIA
1022
Citadel Investment Advisory
Ohio
$1.51M
HSA
1023
Hussman Strategic Advisors
Maryland
$1.51M
LFAS
1024
Level Four Advisory Services
Texas
$1.5M
SIA
1025
Schechter Investment Advisors
Michigan
$1.5M