WFC icon

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
IB
1626
Intrust Bank
Kansas
$491K
APW
1627
Austin Private Wealth
Texas
$491K
PA
1628
Procyon Advisors
Connecticut
$490K
DLA
1629
Douglas Lane & Associates
New York
$490K
AA
1630
ALPS Advisors
Colorado
$490K
TC
1631
TFR Capital
Texas
$489K
SC
1632
Schulhoff & Co
Ohio
$488K
AB
1633
Atlas Brown
Kentucky
$488K
CL
1634
COWA LLC
Oklahoma
$488K
LIA
1635
LBMC Investment Advisors
Tennessee
$488K
FFG
1636
Fortem Financial Group
California
$485K
LA
1637
LVW Advisors
New York
$485K
SAM
1638
Sequent Asset Management
Texas
$485K
DMC
1639
Drexel Morgan & Co
Pennsylvania
$484K
MW
1640
Maia Wealth
Colorado
$484K
AMIM
1641
Aull & Monroe Investment Management
Alabama
$482K
CWS
1642
Confluence Wealth Services
Pennsylvania
$482K
TCM
1643
Traynor Capital Management
Pennsylvania
$481K
NBWM
1644
North Berkeley Wealth Management
California
$481K
LI
1645
LRI Investments
Florida
$480K
TIM
1646
Thompson Investment Management
Wisconsin
$479K
FFIC
1647
First Fiduciary Investment Counsel
Ohio
$479K
IFU
1648
iSAM Funds (UK)
United Kingdom
$479K
MSFS
1649
Main Street Financial Solutions
Pennsylvania
$477K
AIM
1650
Advyzon Investment Management
Illinois
$477K