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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
AWM
1926
Ameliora Wealth Management
Switzerland
$308K
IA
1927
IFG Advisors
Missouri
$307K
CCIA
1928
Cherry Creek Investment Advisors
Colorado
$307K
WAM
1929
Weinberger Asset Management
California
$307K
TI
1930
tru Independence
Oregon
$306K
AWM
1931
Arista Wealth Management
Nevada
$306K
SIG
1932
Sargent Investment Group
Maryland
$305K
VV
1933
Verity & Verity
South Carolina
$304K
FOA
1934
Five Oceans Advisors
California
$304K
PCH
1935
PGIM Custom Harvest
New Jersey
$303K
KFS
1936
Keynote Financial Services
Connecticut
$303K
CPC
1937
Consolidated Planning Corp
Georgia
$302K
SIA
1938
SGL Investment Advisors
Montana
$302K
RBC
1939
Romano Brothers & Co
Illinois
$302K
PCA
1940
Prosperity Capital Advisors
Ohio
$301K
LFA
1941
Laraway Financial Advisors
Minnesota
$300K
SFC
1942
Strategic Financial Concepts
Texas
$300K
WMA
1943
West Michigan Advisors
Michigan
$299K
PWG
1944
Private Wealth Group
Florida
$299K
CAG
1945
Centerpoint Advisory Group
Kansas
$299K
FA
1946
Fountainhead AM
New Jersey
$299K
TPA
1947
Trivium Point Advisory
Connecticut
$298K
CWM
1948
CarsonAllaria Wealth Management
Illinois
$298K
EIP
1949
Ellis Investment Partners
Pennsylvania
$298K
LWCFA
1950
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$298K