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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
WCM
1476
Winthrop Capital Management
Indiana
$626K
POIA
1477
Pin Oak Investment Advisors
Texas
$624K
EWM
1478
Evermay Wealth Management
Virginia
$622K
TL
1479
Tradewinds LLC
North Carolina
$621K
SWM
1480
SilverOak Wealth Management
Minnesota
$618K
IUHSA
1481
Itau Unibanco Holding S.A.
Brazil
$616K
BWP
1482
BlueStem Wealth Partners
Minnesota
$612K
LCWP
1483
Legacy Capital Wealth Partners
Arkansas
$612K
SEIA
1484
Signature Estate & Investment Advisors
California
$610K
DE
1485
Diversified Enterprises
Delaware
$610K
FB
1486
First Bancorp
Maine
$608K
ML
1487
McAdam LLC
Pennsylvania
$608K
ACG
1488
Allen Capital Group
Nebraska
$605K
VWM
1489
Venturi Wealth Management
Texas
$605K
NIM
1490
Northeast Investment Management
Massachusetts
$604K
EGA
1491
Eagle Global Advisors
Texas
$604K
VA
1492
Valmark Advisers
Ohio
$603K
SCP
1493
Sivia Capital Partners
California
$603K
HI
1494
Humankind Investments
New York
$603K
MMG
1495
Monetary Management Group
Missouri
$603K
KLCM
1496
KG&L Capital Management
Louisiana
$602K
FMB
1497
Field & Main Bank
Kentucky
$598K
TCM
1498
Tributary Capital Management
Nebraska
$590K
ZBNA
1499
Zions Bancorporation, National Association
Utah
$589K
WA
1500
Waddell & Associates
Tennessee
$588K