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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
EWA
1176
Elevate Wealth Advisory
Georgia
$1.07M
CW
1177
CreativeOne Wealth
Kansas
$1.07M
RCM
1178
Raleigh Capital Management
North Carolina
$1.07M
BF
1179
Brucke Financial
Indiana
$1.07M
WA
1180
WP Advisors
California
$1.07M
TNB
1181
Thomasville National Bank
Georgia
$1.06M
HT
1182
Heritage Trust
Oklahoma
$1.06M
NWAG
1183
Net Worth Advisory Group
Utah
$1.06M
IWA
1184
IBEX Wealth Advisors
New Jersey
$1.06M
SAG
1185
SageView Advisory Group
California
$1.06M
PWP
1186
Principle Wealth Partners
Connecticut
$1.05M
MIM
1187
MTM Investment Management
South Carolina
$1.05M
SN
1188
Sittner & Nelson
Oregon
$1.05M
CRWM
1189
Castle Rock Wealth Management
California
$1.05M
KCM
1190
Kathmere Capital Management
Pennsylvania
$1.05M
LA
1191
Legacy Advisors
Pennsylvania
$1.05M
TFA
1192
Tranquilli Financial Advisor
New Jersey
$1.05M
AI
1193
Accredited Investors
Minnesota
$1.05M
KIA
1194
Knollwood Investment Advisory
Maryland
$1.05M
CLA
1195
Carnegie Lake Advisors
New Jersey
$1.05M
CCIA
1196
Campbell & Co Investment Adviser
Maryland
$1.05M
SIC
1197
Salem Investment Counselors
North Carolina
$1.04M
EB
1198
Eastern Bank
Massachusetts
$1.04M
BCA
1199
Bay Colony Advisors
Massachusetts
$1.04M
MW
1200
Marcum Wealth
Ohio
$1.04M