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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
AM
1376
AGF Management
Ontario, Canada
$750K
APP
1377
Avantax Planning Partners
Iowa
$750K
EGA
1378
E&G Advisors
Texas
$748K
ALAM
1379
Asahi Life Asset Management
Japan
$746K
WFI
1380
West Family Investments
California
$742K
MBT
1381
Montecito Bank & Trust
California
$742K
SSWM
1382
Sheets Smith Wealth Management
North Carolina
$741K
WB
1383
Webster Bank
Connecticut
$741K
SC
1384
Steph & Co
Wisconsin
$736K
Koshinski Asset Management
1385
Koshinski Asset Management
Illinois
$731K
AIM
1386
Aspen Investment Management
Michigan
$730K
OPCM
1387
Osborne Partners Capital Management
California
$729K
PCP
1388
Proficio Capital Partners
Massachusetts
$727K
PA
1389
Perennial Advisors
New York
$726K
CCA
1390
Carrera Capital Advisors
Michigan
$726K
GCM
1391
Gladius Capital Management
Illinois
$721K
JC
1392
Jacobs & Co
California
$720K
PIA
1393
Perennial Investment Advisors
California
$720K
ATFA
1394
All Terrain Financial Advisors
Minnesota
$718K
PI
1395
Parkside Investments
Illinois
$718K
KA
1396
KDT Advisors
New York
$718K
CVM
1397
Cheviot Value Management
California
$716K
ZIG
1398
Zuckerman Investment Group
Illinois
$716K
MCM
1399
Monument Capital Management
Virginia
$715K
MCM
1400
Monarch Capital Management
Indiana
$714K