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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
CFG
1526
Cooper Financial Group
California
$567K
CPA
1527
Capital Performance Advisors
California
$564K
AF
1528
Atala Financial
California
$564K
IFWM
1529
Institute for Wealth Management
Colorado
$564K
VCAM
1530
Van Cleef Asset Management
Ohio
$561K
QL
1531
Quarry LP
New York
$559K
CC
1532
Callan Capital
California
$557K
TCM
1533
Tradewinds Capital Management
Washington
$555K
SIG
1534
Sky Investment Group
Connecticut
$553K
CIA
1535
Cape Investment Advisory
Georgia
$552K
TH
1536
TCTC Holdings
Texas
$551K
DA
1537
Doliver Advisors
Texas
$551K
EW
1538
Evoke Wealth
California
$549K
WAM
1539
Worth Asset Management
Texas
$549K
PC
1540
Permanens Capital
New York
$549K
WTFG
1541
Wood Tarver Financial Group
Idaho
$548K
SC
1542
SummitTX Capital
Texas
$548K
SIS
1543
Sound Income Strategies
Florida
$545K
DWM
1544
DKM Wealth Management
California
$545K
PCM
1545
Prelude Capital Management
New York
$542K
BWM
1546
BigSur Wealth Management
Florida
$542K
GPWM
1547
Grant Private Wealth Management
California
$542K
AWE
1548
Avidian Wealth Enterprises
Texas
$542K
MFG
1549
Mosaic Financial Group
Illinois
$541K
CWG
1550
Cornerstone Wealth Group
North Carolina
$540K