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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
BBW
1826
Blue Barn Wealth
Utah
$358K
WA
1827
WealthTrust Axiom
Pennsylvania
$358K
NFP
1828
Narus Financial Partners
Utah
$358K
WAM
1829
Walker Asset Management
Missouri
$358K
MFA
1830
Mayflower Financial Advisors
Massachusetts
$357K
KWM
1831
Keebeck Wealth Management
Illinois
$356K
FCMT
1832
Founders Capital Management (Texas)
Texas
$355K
CD
1833
Chapin Davis
Maryland
$355K
FAM
1834
Formidable Asset Management
Ohio
$354K
CBT
1835
CoreFirst Bank & Trust
Kansas
$354K
KOC
1836
Koss-Olinger Consulting
Florida
$353K
CCM
1837
Check Capital Management
California
$353K
SFC
1838
SYM Financial Corp
Indiana
$352K
UWPG
1839
Ullmann Wealth Partners Group
Florida
$352K
SGCA
1840
Steel Grove Capital Advisors
Tennessee
$351K
4WM
1841
49 Wealth Management
Texas
$350K
PMFA
1842
Plante Moran Financial Advisors
Michigan
$349K
YDMI
1843
Y.D. More Investments
Israel
$349K
IA
1844
Inspire Advisors
Idaho
$349K
BDF
1845
Black Diamond Financial
Maryland
$349K
KNW
1846
Kesler Norman & Wride
Utah
$349K
SIC
1847
Samalin Investment Counsel
New York
$348K
JWM
1848
Jacksonville Wealth Management
Florida
$348K
AIA
1849
Accelerate Investment Advisors
California
$348K
MWM
1850
MinichMacGregor Wealth Management
New York
$348K