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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
CIA
1201
Cascade Investment Advisors
Oregon
$1.04M
PCFFS
1202
Pacific Center for Financial Services
California
$1.03M
PCA
1203
Providence Capital Advisors
North Carolina
$1.03M
ACM
1204
Aljian Capital Management
Nevada
$1.03M
VPP
1205
Vertex Planning Partners
Illinois
$1.02M
ITFISA
1206
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.02M
CCM
1207
Cohen Capital Management
California
$1.02M
KP
1208
Keel Point
Alabama
$1.02M
FNBSF
1209
First National Bank Sioux Falls
South Dakota
$1.01M
LF
1210
LifeSteps Financial
California
$1.01M
FFA
1211
Fragasso Financial Advisors
Pennsylvania
$1.01M
I
1212
INVST
Indiana
$1.01M
RWP
1213
Ridgecrest Wealth Partners
California
$1.01M
CSC
1214
Cove Street Capital
California
$1.01M
FFA
1215
Florida Financial Advisors
Florida
$1M
Financial Engines Advisors
1216
Financial Engines Advisors
California
$1M
SG
1217
StoneX Group
New York
$1M
GI
1218
Gradient Investments
Minnesota
$993K
HWP
1219
Highline Wealth Partners
California
$992K
AGWCA
1220
Annis Gardner Whiting Capital Advisors
Florida
$991K
HBT
1221
Hills Bank & Trust
Iowa
$990K
WAG
1222
Wallace Advisory Group
California
$990K
PAMG
1223
Patton Albertson Miller Group
Tennessee
$990K
WWM
1224
Western Wealth Management
Colorado
$989K
CWP
1225
Cyndeo Wealth Partners
Florida
$988K