WFC icon

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
VWM
1126
Vivid Wealth Management
Iowa
$1.23M
DI
1127
Diligent Investors
California
$1.23M
BB
1128
Busey Bank
Illinois
$1.22M
ANTB
1129
AMG National Trust Bank
Colorado
$1.22M
BCM
1130
Boltwood Capital Management
California
$1.21M
NB
1131
Nicolet Bankshares
Wisconsin
$1.21M
DAS
1132
Diversify Advisory Services
Utah
$1.21M
BBA
1133
BLB&B Advisors
Pennsylvania
$1.21M
KC
1134
Knuff & Co
California
$1.2M
CA
1135
Claro Advisors
Massachusetts
$1.2M
FCCM
1136
First City Capital Management
Georgia
$1.2M
PAM
1137
Palisade Asset Management
Minnesota
$1.19M
IAS
1138
Insigneo Advisory Services
Florida
$1.19M
BGC
1139
Beutel, Goodman & Co
Ontario, Canada
$1.19M
PWPS
1140
Pinnacle Wealth Planning Services
Ohio
$1.18M
LI
1141
LMCG Investments
Massachusetts
$1.18M
GM
1142
GeoWealth Management
Illinois
$1.17M
XF
1143
XML Financial
Maryland
$1.17M
PWA
1144
Providence Wealth Advisors
Illinois
$1.16M
SWM
1145
Sendero Wealth Management
Texas
$1.15M
SC
1146
Sawyer & Company
Massachusetts
$1.15M
LD
1147
Lipe & Dalton
New York
$1.15M
CWA
1148
Crux Wealth Advisors
California
$1.15M
JWM
1149
Jupiter Wealth Management
Colorado
$1.14M
OWP
1150
Obermeyer Wealth Partners
Colorado
$1.14M