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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
TF
1451
Tudor Financial
Ohio
$649K
CFA
1452
Cahill Financial Advisors
Minnesota
$649K
SC
1453
Summa Corp
Texas
$648K
CG
1454
CFO4Life Group
Texas
$648K
DMBA
1455
Deseret Mutual Benefit Administrators
Utah
$648K
AWAU
1456
Alliance Wealth Advisors (Utah)
Utah
$644K
BW
1457
Basepoint Wealth
Iowa
$643K
EMAM
1458
Encompass More Asset Management
California
$641K
TCM
1459
Triumph Capital Management
Colorado
$640K
KCAM
1460
Kagan Cocozza Asset Management
New Jersey
$639K
SWC
1461
Spectrum Wealth Counsel
Indiana
$638K
WLPWM
1462
Walled Lake Planning & Wealth Management
Illinois
$637K
FWP
1463
FAS Wealth Partners
Kansas
$637K
KA
1464
Kerrisdale Advisers
Florida
$635K
CIM
1465
CIM Investment Management
Pennsylvania
$635K
TTIC
1466
Tower Trust & Investment Company
Iowa
$633K
NL
1467
NWAM LLC
Washington
$632K
MIP
1468
Marietta Investment Partners
Wisconsin
$632K
T
1469
Transce3nd
Texas
$631K
1WM
1470
1900 Wealth Management
Texas
$630K
FPL
1471
Fortress Private Ledger
North Carolina
$630K
HI
1472
Hudock Inc
Pennsylvania
$630K
MWP
1473
Meridian Wealth Partners
Pennsylvania
$630K
AMG
1474
Advisors Management Group
Wisconsin
$628K
LJAC
1475
L.J. Altfest & Co
New York
$627K