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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
B
1251
Bailard
California
$950K
GC
1252
GFG Capital
Florida
$949K
GFA
1253
Gallagher Fiduciary Advisors
Illinois
$947K
DDC
1254
DF Dent & Co
Maryland
$947K
LCAM
1255
London & Capital Asset Management
United Kingdom
$946K
WAM
1256
Weatherly Asset Management
California
$945K
1SB
1257
1ST Source Bank
Indiana
$945K
SWM
1258
Segment Wealth Management
Texas
$945K
RCWM
1259
Royal Capital Wealth Management
Indiana
$939K
QC
1260
Quent Capital
New York
$936K
SWM
1261
Shakespeare Wealth Management
Wisconsin
$934K
CA
1262
Carson Advisory
Georgia
$933K
FMWA
1263
Forvis Mazars Wealth Advisors
Missouri
$932K
RIA
1264
Richwood Investment Advisors
Ohio
$929K
EW
1265
Entruity Wealth
California
$928K
MWM
1266
Modern Wealth Management
Kansas
$926K
HFO
1267
Heritage Family Offices
Arizona
$926K
FC
1268
FORA Capital
Florida
$925K
CIS
1269
Capital International Sarl
California
$925K
OL
1270
Optas LLC
Texas
$922K
FLI
1271
Family Legacy Inc
South Carolina
$922K
CWP
1272
Concord Wealth Partners
Virginia
$920K
SAI
1273
Savvy Advisors Inc
New York
$918K
QWP
1274
Quotient Wealth Partners
Texas
$917K
IWA
1275
IVC Wealth Advisors
Pennsylvania
$915K