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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
BW
1751
BIP Wealth
Georgia
$400K
AWP
1752
Accretive Wealth Partners
New Jersey
$399K
PMSA
1753
Patrick M. Sweeney & Associates
Illinois
$399K
PWM
1754
Pines Wealth Management
North Carolina
$399K
AG
1755
AmeriFlex Group
Nevada
$399K
WMA
1756
Wealth Management Associates
New Jersey
$397K
PWP
1757
Pursue Wealth Partners
California
$397K
SXL
1758
Summit X LLC
Missouri
$397K
JCM
1759
Jacobsen Capital Management
Utah
$395K
BFIC
1760
Bedell Frazier Investment Counselling
California
$395K
RPWA
1761
Regent Peak Wealth Advisors
Georgia
$395K
NCM
1762
Narwhal Capital Management
Georgia
$394K
ACM
1763
Arcataur Capital Management
Wisconsin
$394K
BA
1764
Bristlecone Advisors
Washington
$392K
TAP
1765
Tounjian Advisory Partners
Florida
$392K
Bank Julius Baer & Co
1766
Bank Julius Baer & Co
Switzerland
$392K
HCMG
1767
Howard Capital Management Group
California
$391K
VWA
1768
Visionary Wealth Advisors
Illinois
$391K
DA
1769
Detalus Advisors
Missouri
$390K
AG
1770
AlTi Global
New York
$390K
EWA
1771
ERTS Wealth Advisors
Michigan
$389K
JSAM
1772
J. Safra Asset Management
New York
$389K
FFC
1773
First Financial Corp
Indiana
$387K
WIM
1774
Warwick Investment Management
Texas
$385K
OIS
1775
OneAscent Investment Solutions
Alabama
$385K