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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
ACS
1076
Archford Capital Strategies
Illinois
$1.34M
RWP
1077
RWA Wealth Partners
Massachusetts
$1.33M
EM
1078
Excalibur Management
Massachusetts
$1.33M
FB
1079
Fulton Bank
Pennsylvania
$1.33M
SQA
1080
Simon Quick Advisors
New Jersey
$1.33M
AC
1081
Annandale Capital
Texas
$1.32M
RPCONE
1082
Retirement Planning Company of New England
Rhode Island
$1.32M
SL
1083
Sentry LLC
Tennessee
$1.32M
SMA
1084
Sage Mountain Advisors
Georgia
$1.32M
MCM
1085
MV Capital Management
Maryland
$1.31M
SAM
1086
Sompo Asset Management
Japan
$1.31M
LFA
1087
Legacy Financial Advisors
Kentucky
$1.31M
CUAMC
1088
China Universal Asset Management Company
China
$1.31M
LCM
1089
Lazari Capital Management
California
$1.31M
MCM
1090
Mainstay Capital Management
Michigan
$1.31M
FNT
1091
First National Trust
Pennsylvania
$1.31M
DWA
1092
Delap Wealth Advisory
Oregon
$1.3M
JSW
1093
Journey Strategic Wealth
New Jersey
$1.3M
EFS
1094
Essex Financial Services
Connecticut
$1.3M
PI
1095
PFG Investments
New York
$1.3M
GS
1096
GTS Securities
New York
$1.29M
BOC
1097
Barbara Oil Co
Illinois
$1.29M
PFO
1098
PMC FIG Opportunities
Israel
$1.29M
VA
1099
VestGen Advisors
Illinois
$1.28M
EWA
1100
Exencial Wealth Advisors
Oklahoma
$1.28M