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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
AF
1726
Arrow Financial
New York
$423K
SC
1727
Searle & Co
Connecticut
$423K
SAW
1728
Signal Advisors Wealth
Michigan
$421K
1WA
1729
180 Wealth Advisors
Washington
$419K
PCG
1730
PFC Capital Group
California
$418K
APG
1731
Abacus Planning Group
South Carolina
$415K
ITIM
1732
Indiana Trust & Investment Management
Indiana
$415K
NG
1733
Novem Group
New York
$414K
PCM
1734
Parsons Capital Management
Rhode Island
$413K
MA
1735
Mezzasalma Advisors
New Jersey
$412K
GCA
1736
Gallagher Capital Advisors
Texas
$412K
AWM
1737
Aprio Wealth Management
Georgia
$411K
DWM
1738
Denver Wealth Management
Colorado
$411K
AIA
1739
AssuredPartners Investment Advisors
Florida
$409K
SNBOSD
1740
Security National Bank of So Dak
Iowa
$409K
BI
1741
Ballast Inc
Kentucky
$408K
HCWM
1742
Hidden Cove Wealth Management
Washington
$408K
SRA
1743
Secured Retirement Advisors
Minnesota
$408K
LRIA
1744
Leonard Rickey Investment Advisors
Washington
$407K
GCM
1745
G2 Capital Management
Ohio
$406K
BI
1746
Bradyco Inc
Massachusetts
$404K
SB
1747
Strategic Blueprint
Georgia
$404K
DWAM
1748
Duncan Williams Asset Management
Tennessee
$403K
KW
1749
KWB Wealth
California
$403K
NRC
1750
New Republic Capital
North Carolina
$402K