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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
AIM
1426
Athena Investment Management
California
$681K
QPWM
1427
Quadrant Private Wealth Management
Pennsylvania
$681K
SFG
1428
Sather Financial Group
Texas
$678K
WB
1429
West Bancorporation
Iowa
$678K
HBS
1430
Howard Bailey Securities
Indiana
$678K
VNA
1431
Valley National Advisers
Pennsylvania
$675K
JG
1432
Jain Global
New York
$673K
GS
1433
GWN Securities
Florida
$671K
MCM
1434
Manchester Capital Management
Vermont
$671K
RCG
1435
Regatta Capital Group
California
$667K
ONST
1436
Old North State Trust
North Carolina
$667K
OC
1437
Opinicus Capital
Florida
$667K
BFC
1438
Bedel Financial Consulting
Indiana
$666K
SW
1439
SteelPeak Wealth
California
$665K
OL
1440
OneFund LLC
Florida
$663K
TFA
1441
Transamerica Financial Advisors
Florida
$661K
VCM
1442
Versant Capital Management
Arizona
$660K
VAS
1443
Vestmark Advisory Solutions
Massachusetts
$659K
JFA
1444
JNBA Financial Advisors
Minnesota
$655K
LFG
1445
Larson Financial Group
Missouri
$655K
CWG
1446
Crown Wealth Group
North Carolina
$654K
NFC
1447
Northstar Financial Companies
Pennsylvania
$652K
SWA
1448
Stratos Wealth Advisors
Ohio
$650K
Legacy Financial Group (Iowa)
1449
Legacy Financial Group (Iowa)
Iowa
$650K
WCA
1450
Westover Capital Advisors
Delaware
$649K