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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
IF
1701
Intrua Financial
Texas
$441K
KCFA
1702
Key Client Fiduciary Advisors
New Jersey
$440K
SFO
1703
Stokes Family Office
Louisiana
$437K
WC
1704
Westhampton Capital
North Carolina
$437K
TFF
1705
The Family Firm
Maryland
$436K
HWM
1706
Hohimer Wealth Management
Washington
$436K
DSC
1707
Duncker Streett & Co
Missouri
$435K
HR
1708
Hardy Reed
Mississippi
$434K
SMWM
1709
Silvia McColl Wealth Management
California
$434K
AWA
1710
Alaska Wealth Advisors
Alaska
$434K
CHP
1711
Cable Hill Partners
Oregon
$433K
FNBOH
1712
First National Bank of Hutchinson
Kansas
$433K
SWM
1713
Silverlake Wealth Management
Vermont
$432K
CT
1714
Colonial Trust
South Carolina
$432K
AAS
1715
Annex Advisory Services
Wisconsin
$431K
MW
1716
MBL Wealth
North Carolina
$431K
SCM
1717
Sterneck Capital Management
Missouri
$430K
UF
1718
Univest Financial
Pennsylvania
$428K
AFG
1719
Allegheny Financial Group
Pennsylvania
$427K
SFS
1720
Stiles Financial Services
Minnesota
$426K
VCP
1721
Verus Capital Partners
Arizona
$426K
DACS
1722
Dymon Asia Capital (Singapore)
Singapore
$424K
MS
1723
Maven Securities
Jersey
$424K
FIM
1724
Fruth Investment Management
Texas
$424K
PTB
1725
Pioneer Trust Bank
Oregon
$424K