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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
NWM
1026
Napa Wealth Management
California
$1.5M
RA
1027
Ransom Advisory
Rhode Island
$1.49M
FFBTD
1028
First Financial Bank - Trust Division
Ohio
$1.49M
AWA
1029
Aaron Wealth Advisors
Illinois
$1.48M
LPAM
1030
Lodestar Private Asset Management
California
$1.48M
LI
1031
Louisbourg Investments
New Brunswick, Canada
$1.48M
SS
1032
Sunbelt Securities
Texas
$1.48M
CTC
1033
Cetera Trust Company
Minnesota
$1.47M
EGM
1034
Engineers Gate Manager
New York
$1.46M
MMPW
1035
Mitchell McLeod Pugh & Williams
Alabama
$1.46M
GCP
1036
Garda Capital Partners
Minnesota
$1.46M
TPWA
1037
TRUE Private Wealth Advisors
Oregon
$1.46M
JF
1038
Jump Financial
Illinois
$1.46M
LIA
1039
LS Investment Advisors
Michigan
$1.45M
PFA
1040
Pure Financial Advisors
California
$1.45M
BCWM
1041
Bartlett & Co Wealth Management
Ohio
$1.45M
CI
1042
CX Institutional
Indiana
$1.45M
JSL
1043
JT Stratford LLC
Georgia
$1.44M
BCG
1044
Breakwater Capital Group
New Jersey
$1.44M
HA
1045
Harbor Advisors
Florida
$1.44M
SM
1046
Sweeney & Michel
California
$1.41M
TAM
1047
Tealwood Asset Management
Minnesota
$1.4M
SRC
1048
Sage Rhino Capital
California
$1.4M
TCOT
1049
Trust Company of Toledo
Ohio
$1.4M
FBT
1050
First Bank & Trust
South Dakota
$1.4M