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Wells Fargo

2,521 hedge funds and large institutions have $177B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 962 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: 962 | 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
2,521
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
SWA
2001
Sax Wealth Advisors
New Jersey
$278K
CCA
2002
Cooper Capital Advisors
California
$278K
GWM
2003
Guardian Wealth Management
Illinois
$277K
OWA
2004
Octavia Wealth Advisors
Ohio
$276K
FSA
2005
Financial Security Advisor
Virginia
$276K
PBF
2006
Petix & Botte Financial
California
$275K
CCA
2007
Cottonwood Capital Advisors
Utah
$275K
UWM
2008
United Wealth Management
Virginia
$274K
FNWA
2009
Financial Network Wealth Advisors
Utah
$274K
DO
2010
denkapparat Operations
Germany
$274K
CWA
2011
Centennial Wealth Advisory
Michigan
$273K
ABLA
2012
Alan B. Lancz & Associates
Ohio
$273K
HWM
2013
HRC Wealth Management
Idaho
$273K
BC
2014
Brio Consultants
California
$273K
NCTC
2015
New Covenant Trust Company
Indiana
$272K
CAI
2016
Capital Advisors Inc
Oklahoma
$272K
WCFA
2017
Walkner Condon Financial Advisors
Wisconsin
$271K
VFG
2018
Victory Financial Group
Texas
$271K
PCM
2019
Penserra Capital Management
California
$271K
GSF
2020
Grove Street Fiduciary
New Hampshire
$270K
SI
2021
Seeds Investor
New York
$270K
AWA
2022
Acorn Wealth Advisors
Michigan
$270K
ACA
2023
Affinity Capital Advisors
California
$269K
OWA
2024
Outlook Wealth Advisors
Texas
$269K
ATS
2025
Ashton Thomas Securities
New York
$268K