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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
RAG
1101
RIA Advisory Group
Iowa
$1.28M
VBFP
1102
Valtinson Bruner Financial Planning
Minnesota
$1.28M
1IA
1103
1834 Investment Advisors
Wisconsin
$1.28M
GWM
1104
Gibbs Wealth Management
Georgia
$1.28M
GL
1105
Graypoint LLC
New York
$1.27M
MAM
1106
Madison Asset Management
Wisconsin
$1.27M
WBG
1107
Wharton Business Group
Pennsylvania
$1.27M
SWM
1108
Spire Wealth Management
Virginia
$1.27M
ESB
1109
Essex Savings Bank
Connecticut
$1.27M
MPIA
1110
Mountain Pacific Investment Advisers
Idaho
$1.27M
JCM
1111
Jacobi Capital Management
Pennsylvania
$1.26M
CWS
1112
Cypress Wealth Services
California
$1.26M
IC
1113
Iconiq Capital
California
$1.26M
PIM
1114
Penobscot Investment Management
Massachusetts
$1.26M
GPA
1115
Garrison Point Advisors
California
$1.26M
AA
1116
Ancora Advisors
Ohio
$1.26M
GVAG
1117
Great Valley Advisor Group
Delaware
$1.25M
MPAM
1118
Murphy Pohlad Asset Management
Minnesota
$1.25M
BP
1119
BBR Partners
New York
$1.25M
IWM
1120
IHT Wealth Management
Illinois
$1.25M
KFSC
1121
Keystone Financial Services (Colorado)
Colorado
$1.25M
DWM
1122
Dakota Wealth Management
Florida
$1.24M
AA
1123
Alta Advisers
United Kingdom
$1.24M
A
1124
AustralianSuper
Australia
$1.23M
PW
1125
Potentia Wealth
California
$1.23M