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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
BIP
1326
Blueprint Investment Partners
North Carolina
$824K
KTC
1327
Kentucky Trust Company
Kentucky
$824K
AIA
1328
AIMZ Investment Advisors
California
$824K
GLA
1329
Good Life Advisors
Pennsylvania
$819K
FFM
1330
Flagstone Financial Management
Nebraska
$819K
PHK
1331
Point72 Hong Kong
Hong Kong
$819K
HWA
1332
HCR Wealth Advisors
California
$819K
RWA
1333
River Wealth Advisors
Pennsylvania
$819K
SIA
1334
Strategic Investment Advisors
Michigan
$817K
KJWM
1335
Kiley Juergens Wealth Management
Washington
$817K
PWMAG
1336
Pinnacle Wealth Management Advisory Group
New Jersey
$812K
NRI
1337
NFP Retirement Inc
California
$811K
GC
1338
GatePass Capital
Ohio
$810K
WCM
1339
Winebrenner Capital Management
Kentucky
$810K
CIC
1340
Crawford Investment Counsel
Georgia
$810K
NIA
1341
NBZ Investment Advisors
Tennessee
$809K
TFO
1342
Tarbox Family Office
California
$807K
DBIA
1343
Dumont & Blake Investment Advisors
New Jersey
$805K
PMG
1344
Private Management Group
California
$802K
CH
1345
Cromwell Holdings
Wyoming
$802K
AHL
1346
Abel Hall LLC
Louisiana
$799K
FFG
1347
Fiduciary Financial Group
California
$798K
AP
1348
Appleton Partners
Massachusetts
$797K
PA
1349
PFW Advisors
Georgia
$792K
BOPW
1350
Brandywine Oak Private Wealth
Pennsylvania
$785K