WFC icon

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
THL
1951
Tillman Hartley LLC
Colorado
$298K
SWM
1952
Stockman Wealth Management
Montana
$297K
GCA
1953
Gradient Capital Advisors
California
$297K
FC
1954
Farringdon Capital
United Kingdom
$297K
BBPWM
1955
Blue Bell Private Wealth Management
Pennsylvania
$296K
SF
1956
Slagle Financial
Illinois
$296K
IIM
1957
Ipswich Investment Management
Massachusetts
$294K
LCS
1958
Levin Capital Strategies
New York
$294K
BWP
1959
Bernardo Wealth Planning
Pennsylvania
$294K
PSP
1960
Principal Street Partners
Tennessee
$294K
AMBIA
1961
Allen Mooney & Barnes Investment Advisors
Georgia
$294K
MA
1962
MKT Advisors
California
$294K
BMO
1963
Beck Mack & Oliver
New York
$293K
SI
1964
Saxon Interests
Texas
$293K
CWM
1965
Centurion Wealth Management
Virginia
$291K
GBT
1966
Grove Bank & Trust
Florida
$291K
TFCP
1967
Twin Focus Capital Partners
Massachusetts
$291K
SCM
1968
Stordahl Capital Management
Colorado
$291K
FPF
1969
First Pacific Financial
Washington
$290K
HBW
1970
Hazlett, Burt & Watson
West Virginia
$290K
CNB
1971
Camden National Bank
Maine
$290K
FFA
1972
Fi3 Financial Advisors
Indiana
$290K
NDSI
1973
Newman Dignan & Sheerar Inc
Rhode Island
$289K
FSCM
1974
Front Street Capital Management
Montana
$289K
PCA
1975
Peddock Capital Advisors
Massachusetts
$289K