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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
BC
1651
Belmont Capital
California
$477K
AO
1652
Advisor OS
Illinois
$476K
SPWM
1653
Spartan Planning & Wealth Management
North Carolina
$476K
WPWM
1654
Western Pacific Wealth Management
Illinois
$476K
CP
1655
Canopy Partners
Ohio
$475K
SB
1656
Simmons Bank
Arkansas
$474K
LA
1657
Lynch & Associates
Indiana
$473K
PRP
1658
Peak Retirement Planning
Ohio
$473K
CFO
1659
CVA Family Office
Colorado
$472K
MCM
1660
Mengis Capital Management
Oregon
$471K
TF
1661
Trek Financial
Arizona
$470K
KFGK
1662
Keystone Financial Group (Kentucky)
Kentucky
$467K
RLH
1663
RD Lewis Holdings
Florida
$466K
SAM
1664
Sawgrass Asset Management
Florida
$466K
MADFP
1665
Michael A Dubis Financial Planning
Wisconsin
$466K
AWP
1666
Axis Wealth Partners
Rhode Island
$465K
AC
1667
ASB Consultores
Florida
$465K
LC
1668
Lincoln Capital
Nebraska
$464K
TIA
1669
Traphagen Investment Advisors
New Jersey
$463K
TGAM
1670
TBH Global Asset Management
Tennessee
$462K
FFA
1671
Founders Financial Alliance
North Carolina
$461K
CAM
1672
Campion Asset Management
Virginia
$460K
RIM
1673
Redwood Investment Management
Arizona
$459K
RWPA
1674
Richard W. Paul & Associates
Michigan
$458K
MAG
1675
M3 Advisory Group
Massachusetts
$456K