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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
SMC
1776
Smith, Moore & Co
Missouri
$384K
GWM
1777
GK Wealth Management
Nevada
$384K
BWM
1778
BlackDiamond Wealth Management
New York
$384K
CP
1779
CenterBook Partners
Connecticut
$382K
RFA
1780
Register Financial Advisors
Georgia
$381K
MAM
1781
MMA Asset Management
Pennsylvania
$381K
CC
1782
Constitution Capital
Connecticut
$380K
MCP
1783
Mirador Capital Partners
California
$380K
MPCG
1784
Matrix Private Capital Group
New York
$379K
PWM
1785
Partners Wealth Management
California
$379K
MSAM
1786
Moloney Securities Asset Management
Missouri
$378K
ST
1787
Smithfield Trust
Pennsylvania
$378K
FCAS
1788
First Command Advisory Services
Texas
$377K
AP
1789
Americana Partners
Texas
$377K
WTA
1790
Washington Trust Advisors
Massachusetts
$374K
KFC
1791
Klingenstein Fields & Co
New York
$374K
CSPIA
1792
Cary Street Partners Investment Advisory
Virginia
$373K
NFC
1793
Northeast Financial Consultants
Connecticut
$372K
MSA
1794
Marino Stram & Associates
Massachusetts
$372K
BAM
1795
Blueshift Asset Management
New Jersey
$371K
RP
1796
Raelipskie Partnership
Ontario, Canada
$371K
BFF
1797
Byrne Financial Freedom
Massachusetts
$370K
BIC
1798
Beach Investment Counsel
Pennsylvania
$370K
SL
1799
Salomon & Ludwin
Virginia
$370K
SSA
1800
Sierra Summit Advisors
Nevada
$370K