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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
AWM
1576
Accurate Wealth Management
Florida
$528K
PCI
1577
Pacifica Capital Investments
Texas
$527K
SPA
1578
Sherbrooke Park Advisers
New York
$525K
BAS
1579
Brueske Advisory Services
Washington
$524K
OAM
1580
Occidental Asset Management
California
$524K
WA
1581
Wealthstream Advisors
New York
$523K
VCM
1582
Virtue Capital Management
Tennessee
$523K
LA
1583
Lakeside Advisors
Washington
$522K
CT
1584
Coastline Trust
Rhode Island
$522K
EA
1585
Everpar Advisors
Oklahoma
$522K
WCG
1586
Weaver Consulting Group
California
$522K
TCB
1587
Texas Capital Bancshares
Texas
$521K
DC
1588
Defender Capital
North Carolina
$521K
HR
1589
Howe & Rusling
New York
$519K
AFT
1590
Alpha Family Trust
California
$518K
CA
1591
Cambridge Advisors
Nebraska
$518K
SIM
1592
Sentry Investment Management
Wisconsin
$517K
WDL
1593
Well Done LLC
Michigan
$514K
EW
1594
Elyxium Wealth
California
$514K
SAM
1595
Summit Asset Management
Tennessee
$513K
VP
1596
Verum Partners
North Carolina
$512K
CCWM
1597
Cassaday & Co Wealth Management
Virginia
$512K
PWA
1598
Physician Wealth Advisors
Utah
$510K
SAM
1599
S.A. Mason
Michigan
$510K
RZH
1600
Relyea Zuckerberg Hanson
Connecticut
$510K