WFC icon

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
MFWP
1801
Mosaic Family Wealth Partners
Missouri
$369K
CTI
1802
Community Trust & Investment
Kentucky
$369K
EI
1803
Ellevest Inc
New York
$368K
FAIM
1804
Financial Advocates Investment Management
Washington
$368K
FMTC
1805
Farmers & Merchants Trust Company
California
$367K
MAG
1806
Mokosak Advisory Group
Iowa
$367K
GWWM
1807
Great Waters Wealth Management
Minnesota
$367K
VWA
1808
VSM Wealth Advisory
Maryland
$367K
WPP
1809
Whalerock Point Partners
Rhode Island
$367K
BWA
1810
Burt Wealth Advisors
Maryland
$366K
FHC
1811
First Heartland Consultants
Missouri
$366K
BHIA
1812
Birch Hill Investment Advisors
Massachusetts
$365K
GSWM
1813
Golden State Wealth Management
California
$364K
FFP
1814
FourThought Financial Partners
Florida
$364K
FC
1815
Forte Capital
New York
$364K
EL
1816
EWA LLC
Pennsylvania
$363K
APM
1817
Advanced Portfolio Management
New York
$362K
TF
1818
Tompkins Financial
New York
$362K
CS
1819
Candriam SCA
Luxembourg
$362K
TLFA
1820
True Link Financial Advisors
California
$362K
WH
1821
Willner & Heller
California
$361K
MJP
1822
Michael J. Puzo
$359K
RL
1823
Ruffer LLP
United Kingdom
$359K
QFA
1824
Quantum Financial Advisors
California
$359K
SHGA
1825
Sand Hill Global Advisors
California
$358K