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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
SP
1851
Successful Portfolios
Florida
$348K
BFP
1852
Brewster Financial Planning
New York
$346K
EFL
1853
ERn Financial LLC
Wisconsin
$346K
GA
1854
GFS Advisors
Texas
$345K
CCB
1855
Cutter & Co Brokerage
Missouri
$345K
S
1856
Sachetta
Massachusetts
$344K
LWL
1857
Leo Wealth LLC
Texas
$344K
SL
1858
Sentinus LLC
Illinois
$344K
DWM
1859
Destination Wealth Management
California
$344K
TW
1860
Traveka Wealth
California
$343K
AIM
1861
Avity Investment Management
Connecticut
$343K
NWWA
1862
New Wave Wealth Advisors
Arkansas
$342K
HKIM
1863
Hayek Kallen Investment Management
Alabama
$342K
GAM
1864
Gould Asset Management
California
$342K
RWP
1865
Revolve Wealth Partners
New Jersey
$341K
BMWS
1866
Brady Martz Wealth Solutions
North Dakota
$340K
ORC
1867
O'Rourke & Company
Massachusetts
$339K
OHWA
1868
Oak Hill Wealth Advisors
Virginia
$339K
HIS
1869
Harvest Investment Services
Illinois
$338K
LG
1870
Leuthold Group
Minnesota
$338K
NED
1871
Nancy E. Dempze
$337K
BWG
1872
Beta Wealth Group
California
$337K
SIMG
1873
Sonora Investment Management Group
Arizona
$337K
WPW
1874
Waldron Private Wealth
Pennsylvania
$335K
MCWS
1875
McKinley Carter Wealth Services
West Virginia
$335K