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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
BHWM
1901
Bar Harbor Wealth Management
New Hampshire
$322K
CS
1902
Capital Square
Tennessee
$321K
SEP
1903
Southland Equity Partners
Missouri
$320K
AAP
1904
Arax Advisory Partners
Colorado
$320K
BMCM
1905
Bryn Mawr Capital Management
Pennsylvania
$320K
JWWM
1906
Johnson & White Wealth Management
Pennsylvania
$319K
EA
1907
Evolution Advisers
Virginia
$318K
FAB
1908
First American Bank
Illinois
$317K
IWA
1909
Integrity Wealth Advisors
California
$317K
KLWA
1910
Kelly Lawrence W & Associates
California
$316K
PC
1911
Prairiewood Capital
North Dakota
$316K
IP
1912
Ignite Planners
California
$316K
CC
1913
Centiva Capital
New York
$315K
MWM
1914
Maripau Wealth Management
Indiana
$315K
TVM
1915
True Vision MN
Minnesota
$315K
GWMR
1916
GC Wealth Management RIA
Massachusetts
$315K
VDI
1917
Vaughan David Investments
Illinois
$314K
CM
1918
Capula Management
Cayman Islands
$314K
TSWM
1919
Tyler-Stone Wealth Management
Ohio
$313K
IC
1920
Inscription Capital
Texas
$312K
CWM
1921
Chesapeake Wealth Management
Virginia
$312K
NCM
1922
Novare Capital Management
North Carolina
$311K
ADL
1923
Asset Dedication LLC
California
$310K
ACP
1924
Aviance Capital Partners
Florida
$310K
PFA
1925
Professional Financial Advisors
Nebraska
$309K