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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
CC
1976
Copperleaf Capital
North Carolina
$289K
JHP
1977
James Hambro & Partners
United Kingdom
$289K
GIA
1978
Guyasuta Investment Advisors
Pennsylvania
$288K
HIM
1979
Hillsdale Investment Management
Ontario, Canada
$287K
EP
1980
EPIQ Partners
Minnesota
$287K
UBV
1981
United Bank (Virginia)
Virginia
$287K
HA
1982
HC Advisors
Georgia
$287K
CAL
1983
Capital Analysts LLC
Pennsylvania
$287K
OFW
1984
Omnia Family Wealth
Florida
$286K
ICP
1985
Impact Capital Partners
Colorado
$285K
AF
1986
Apexium Financial
Texas
$284K
HWMO
1987
Heritage Wealth Management (Ohio)
Ohio
$284K
TW
1988
Towerpoint Wealth
California
$283K
EIG
1989
Ellenbecker Investment Group
Wisconsin
$283K
BWMG
1990
Barnes Wealth Management Group
California
$283K
TWA
1991
TCI Wealth Advisors
Arizona
$283K
RIA
1992
Regal Investment Advisors
Michigan
$282K
GKIM
1993
GW&K Investment Management
Massachusetts
$282K
CCAL
1994
City Center Advisors LLC
Michigan
$282K
DCM
1995
Donaldson Capital Management
Indiana
$281K
PCMN
1996
Paradigm Capital Management (Nevada)
Nevada
$281K
FA
1997
Fedenia Advisers
Wisconsin
$280K
CTA
1998
Colonial Trust Advisors
South Carolina
$279K
CFS
1999
CRA Financial Services
New Jersey
$278K
TNBTD
2000
Trustmark National Bank Trust Department
Mississippi
$278K