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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
ZIG
1676
Zullo Investment Group
Pennsylvania
$454K
EFA
1677
Evernest Financial Advisors
Indiana
$453K
FRA
1678
Front Row Advisors
California
$452K
LWM
1679
Lakeridge Wealth Management
Ohio
$451K
FFG
1680
Fortress Financial Group
Minnesota
$451K
SFI
1681
SPC Financial Inc
Maryland
$449K
BWAM
1682
Boyd Watterson Asset Management
Ohio
$449K
CLOS
1683
Compagnie Lombard Odier SCmA
Switzerland
$449K
LB
1684
Legacy Bridge
Iowa
$447K
OC
1685
Oakworth Capital
Alabama
$447K
RWA
1686
Redhawk Wealth Advisors
Minnesota
$447K
TAM
1687
Titleist Asset Management
Texas
$446K
HIG
1688
Heritage Investment Group
Florida
$445K
WPA
1689
Wealth Preservation Advisors
Tennessee
$445K
NPA
1690
Nichols & Pratt Advisers
Massachusetts
$445K
FCFC
1691
First Citizens Financial Corp
Iowa
$445K
MCA
1692
MSH Capital Advisors
Arizona
$445K
SFP
1693
SwitchPoint Financial Planning
Utah
$445K
BOSSRA
1694
B.O.S.S. Retirement Advisors
Utah
$445K
CCM
1695
Chilton Capital Management
Texas
$444K
FNBTCON
1696
First National Bank & Trust Co of Newtown
Pennsylvania
$444K
SAM
1697
Secure Asset Management
Michigan
$443K
WF
1698
WoodTrust Financial
Wisconsin
$442K
CFP
1699
Cascade Financial Partners
California
$442K
MFC
1700
Morris Financial Concepts
South Carolina
$441K