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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
CMAI
2026
Capital Management Associates Inc
Minnesota
$266K
1L
2027
10Elms LLP
Oklahoma
$266K
ACM
2028
Ayrshire Capital Management
Connecticut
$266K
S
2029
Sunpointe
Missouri
$265K
WI
2030
Wedgewood Investors
Pennsylvania
$264K
MCWA
2031
Meadow Creek Wealth Advisors
Georgia
$264K
WMP
2032
Wealth Management Partners
Arizona
$264K
W
2033
Wealthquest
Ohio
$264K
COFSG
2034
Carbahal Olsen Financial Services Group
California
$263K
EWM
2035
Endowment Wealth Management
Wisconsin
$263K
MAG
2036
MRA Advisory Group
New Jersey
$262K
JWS
2037
Juncture Wealth Strategies
Arizona
$262K
SWM
2038
Seed Wealth Management
Illinois
$262K
AI
2039
AXS Investments
New York
$261K
BFA
2040
Beacon Financial Advisory
Ohio
$261K
BFO
2041
Boston Family Office
Massachusetts
$260K
GWSG
2042
GPS Wealth Strategies Group
Colorado
$260K
EWS
2043
Eagle Wealth Strategies
New Jersey
$260K
MFS
2044
Madrona Financial Services
Washington
$260K
MPW
2045
Monterey Private Wealth
California
$258K
SF
2046
SWP Financial
California
$258K
VSQM
2047
V-Square Quantitative Management
Illinois
$258K
GG
2048
Greenwood Gearhart
Arkansas
$258K
CTWM
2049
Cherry Tree Wealth Management
Minnesota
$257K
MCA
2050
Magnolia Capital Advisors
Mississippi
$256K