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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
CA
1601
CoreCap Advisors
Michigan
$509K
MA
1602
MONECO Advisors
Connecticut
$509K
KSWA
1603
Kathleen S. Wright Associates
Pennsylvania
$509K
CA
1604
Capital Advantage
California
$508K
DIM
1605
Delta Investment Management
California
$508K
JWBC
1606
John W. Brooker & Co
California
$508K
NHT
1607
New Hampshire Trust
New Hampshire
$507K
RDWM
1608
Red Door Wealth Management
Tennessee
$504K
SMA
1609
Seven Mile Advisory
New Jersey
$504K
SFG
1610
SNS Financial Group
Minnesota
$503K
WF
1611
Wayfinding Financial
Washington
$503K
KA
1612
Kearns & Associates
California
$503K
BTWM
1613
Baker Tilly Wealth Management
Wisconsin
$502K
CB
1614
Cadence Bank
Mississippi
$501K
BWM
1615
Baron Wealth Management
Michigan
$501K
FPCP
1616
Fort Point Capital Partners
California
$500K
1CP
1617
17 Capital Partners
Arizona
$496K
HWA
1618
HHM Wealth Advisors
Tennessee
$495K
BPW
1619
Bingham Private Wealth
California
$494K
HBT
1620
Heartland Bank & Trust
Illinois
$494K
MIC
1621
Means Investment Company
Maine
$494K
BA
1622
Bridgewater Advisors
New York
$493K
PSB
1623
Piscataqua Savings Bank
New Hampshire
$493K
SIM
1624
SSI Investment Management
California
$493K
PFW
1625
Petros Family Wealth
Minnesota
$492K