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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
BCM
1876
Buckhead Capital Management
Georgia
$335K
AIA
1877
Alternative Investment Advisors
Florida
$334K
FWTB
1878
First Western Trust Bank
Colorado
$333K
GJWM
1879
Gilliland Jeter Wealth Management
Arkansas
$333K
CWA
1880
Cornerstone Wealth Advisors
Minnesota
$333K
FFG
1881
First Financial Group
North Carolina
$331K
CPWA
1882
Cerro Pacific Wealth Advisors
California
$330K
Cohen & Steers
1883
Cohen & Steers
New York
$330K
BGAI
1884
Bruce G. Allen Investments
Colorado
$329K
QFW
1885
QTR Family Wealth
Florida
$329K
TWA
1886
Talisman Wealth Advisors
New Jersey
$328K
CWM
1887
Concentrum Wealth Management
California
$327K
PSC
1888
Prentiss Smith & Co
Vermont
$327K
WAAG
1889
Wealth Alliance Advisory Group
Kansas
$327K
ACP
1890
Argyle Capital Partners
California
$326K
MPM
1891
MBB Public Markets
Illinois
$326K
IIA
1892
Integral Investment Advisors
California
$326K
ARC
1893
Advisor Resource Council
Texas
$326K
CWMK
1894
Caliber Wealth Management (Kansas)
Kansas
$324K
CSC
1895
Caldwell Sutter Capital
California
$324K
SP
1896
Stonebrook Private
Michigan
$323K
GITFIT
1897
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$323K
JSSH
1898
J. Safra Sarasin Holding
$323K
CAS
1899
CTC Alternative Strategies
Illinois
$323K
BFA
1900
Bill Few Associates
Pennsylvania
$322K