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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
CAMV
1301
Concord Asset Management (Virginia)
Virginia
$867K
CIG
1302
Cullen Investment Group
Louisiana
$866K
AFP
1303
Ausdal Financial Partners
Iowa
$863K
Members Trust
1304
Members Trust
Florida
$863K
WP
1305
Wealthspan Partners
Iowa
$862K
PCS
1306
Personal CFO Solutions
New Jersey
$858K
WIM
1307
Wittenberg Investment Management
Massachusetts
$856K
WAP
1308
Wealthcare Advisory Partners
Pennsylvania
$855K
WBCM
1309
Wilson & Boucher Capital Management
California
$854K
PP
1310
PDS Planning
Ohio
$852K
AA
1311
Armis Advisers
Georgia
$852K
EW
1312
Element Wealth
Mississippi
$851K
FTC
1313
Farmers Trust Company
Ohio
$848K
ASC
1314
Atalanta Sosnoff Capital
New York
$846K
BAM
1315
Belpointe Asset Management
Nevada
$845K
MAWA
1316
Moss Adams Wealth Advisors
Washington
$842K
QC
1317
Quantessence Capital
New York
$842K
KA
1318
Kovack Advisors
Florida
$840K
AIP
1319
Arrowpoint Investment Partners
Singapore
$840K
RCM
1320
RB Capital Management
Nevada
$837K
CCWM
1321
Correct Capital Wealth Management
Missouri
$829K
CCG
1322
Coastwise Capital Group
California
$829K
PL
1323
Perpetual Ltd
Australia
$827K
JFL
1324
Jarislowsky, Fraser Ltd
Quebec, Canada
$826K
TCOV
1325
Trust Company of Vermont
Vermont
$826K