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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
WA
1501
Wealth Architects
California
$588K
RWM
1502
RKL Wealth Management
Pennsylvania
$588K
KIM
1503
Kestra Investment Management
Texas
$587K
BWP
1504
Baldwin Wealth Partners
Massachusetts
$587K
CIC
1505
Cutler Investment Counsel
Oregon
$586K
CWM
1506
Circle Wealth Management
New Jersey
$586K
SCA
1507
Sippican Capital Advisors
Massachusetts
$585K
CNBT
1508
Canandaigua National Bank & Trust
New York
$583K
LFA
1509
Lauterbach Financial Advisors
Texas
$583K
AW
1510
Avion Wealth
Texas
$582K
VWM
1511
Vermillion Wealth Management
Minnesota
$580K
BRWM
1512
Blue Rock Wealth Management
North Carolina
$580K
AA
1513
Auxano Advisors
Washington
$579K
ICP
1514
Interchange Capital Partners
Pennsylvania
$578K
PA
1515
PFG Advisors
Arizona
$578K
OWIM
1516
Old West Investment Management
California
$577K
IF
1517
Integrity Financial
Wyoming
$576K
IIC
1518
Ironwood Investment Counsel
Arizona
$575K
FA
1519
Fiducient Advisors
Illinois
$574K
SCM
1520
Sebold Capital Management
Illinois
$574K
AA
1521
Advisory Alpha
Michigan
$573K
IWA
1522
Icon Wealth Advisors
Texas
$573K
NP
1523
Nilsine Partners
Colorado
$572K
IDA
1524
Intelligence Driven Advisers
California
$570K
SIAG
1525
Safeguard Investment Advisory Group
California
$568K