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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
WA
1351
Wealth Alliance
New York
$781K
LCM
1352
Leisure Capital Management
California
$778K
CA
1353
Cumberland Advisors
Florida
$777K
DFG
1354
Delta Financial Group
New Jersey
$775K
AC
1355
AlphaCore Capital
California
$774K
PAP
1356
Persistent Asset Partners
Hong Kong
$773K
CCMT
1357
CMT Capital Markets Trading
Germany
$772K
WT
1358
Washington Trust
Rhode Island
$770K
AWAP
1359
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$766K
WIM
1360
WealthPlan Investment Management
Nebraska
$765K
LRPA
1361
L. Roy Papp & Associates
Arizona
$764K
HTI
1362
Hikari Tsushin Inc
Japan
$763K
SIM
1363
Stratos Investment Management
Ohio
$763K
WP
1364
WealthShield Partners
North Carolina
$763K
LWP
1365
LMG Wealth Partners
Louisiana
$762K
JWA
1366
JFS Wealth Advisors
Pennsylvania
$762K
NERM
1367
New England Research & Management
Illinois
$762K
PWW
1368
Pettyjohn Wood & White
Virginia
$759K
MBTD
1369
Mechanics Bank - Trust Department
California
$758K
TWM
1370
Thrive Wealth Management
Pennsylvania
$756K
AW
1371
Atlas Wealth
Ohio
$755K
BCFD
1372
Boit C.F. David
$755K
SC
1373
Sepio Capital
Utah
$753K
NFTC
1374
North Forty Two & Co
Oregon
$752K
MIM
1375
Morningstar Investment Management
Illinois
$751K