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
CIA
1226
Cladis Investment Advisory
Montana
$985K
CCA
1227
Childress Capital Advisors
Texas
$983K
PA
1228
Promethium Advisors
Maryland
$983K
BFA
1229
Bragg Financial Advisors
North Carolina
$980K
NCM
1230
Neumann Capital Management
California
$978K
PNC
1231
Park National Corp
Ohio
$978K
ETC
1232
Exchange Traded Concepts
Oklahoma
$975K
CPA
1233
Cardiff Park Advisors
California
$975K
WA1
1234
Wimmer Associates 1
California
$974K
CSP
1235
Cary Street Partners
Virginia
$971K
AIM
1236
Anchor Investment Management
South Carolina
$971K
BTW
1237
Boston Trust Walden
Massachusetts
$970K
FMLI
1238
Fukoku Mutual Life Insurance
Japan
$969K
BMA
1239
Brooks Moore & Associates
Tennessee
$968K
TWP
1240
Tyche Wealth Partners
Texas
$968K
SC
1241
SouthState Corp
Florida
$965K
EAM
1242
Empirical Asset Management
Massachusetts
$965K
AIIMS
1243
Analyst IMS Investment Management Services
Israel
$964K
CRC
1244
Curi RMB Capital
Illinois
$962K
KWA
1245
Kingswood Wealth Advisors
California
$958K
NFG
1246
Nations Financial Group
Iowa
$956K
TCM
1247
Telos Capital Management
California
$956K
KCM
1248
Kanawha Capital Management
Virginia
$953K
CP
1249
Clarendon Private
Massachusetts
$953K
CWM
1250
C2C Wealth Management
Arizona
$952K