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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
SRC
1401
Shufro Rose & Co
New York
$711K
PTP
1402
Platform Technology Partners
New York
$711K
BMC
1403
Beaton Management Company
Massachusetts
$711K
CAC
1404
Core Alternative Capital
Georgia
$709K
IHWM
1405
Iron Horse Wealth Management
Iowa
$708K
KAS
1406
KPP Advisory Services
Kentucky
$708K
RMDI
1407
R.M. Davis Inc
Maine
$707K
RT
1408
Rockland Trust
Massachusetts
$707K
PCG
1409
Prosperity Consulting Group
Maryland
$706K
BBNA
1410
Bremer Bank National Association
Minnesota
$706K
IIC
1411
Integrated Investment Consultants
Michigan
$705K
QWM
1412
Quadcap Wealth Management
Texas
$704K
GSC
1413
G&S Capital
Colorado
$697K
RCM
1414
Radnor Capital Management
Pennsylvania
$696K
WIC
1415
Woodmont Investment Counsel
Tennessee
$694K
SSB
1416
Sandy Spring Bank
Maryland
$693K
FPB
1417
First PREMIER Bank
South Dakota
$692K
VST
1418
Van Strum & Towne
California
$692K
BFO
1419
Biltmore Family Office
North Carolina
$691K
HFM
1420
Hartford Financial Management
Connecticut
$689K
STA
1421
Smith Thornton Advisors
Alabama
$689K
PWM
1422
Prentice Wealth Management
New York
$688K
LW
1423
Linscomb Wealth
Texas
$688K
CP
1424
Creekside Partners
California
$685K
RCA
1425
Resonant Capital Advisors
Wisconsin
$684K