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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
CCG
2051
Catalina Capital Group
California
$255K
WG
2052
Wealth Group
North Carolina
$255K
WAL
2053
W Advisors LLC
Tennessee
$253K
MWA
2054
Motive Wealth Advisors
Michigan
$253K
LWA
2055
Lifelong Wealth Advisors
Minnesota
$253K
LF
2056
LifePlan Financial
Minnesota
$253K
T
2057
TOBAM
France
$252K
OPWM
2058
Oregon Pacific Wealth Management
Oregon
$252K
CIS
2059
Custom Index Systems
New York
$251K
AWM
2060
Ariadne Wealth Management
California
$251K
FIB
2061
First Interstate Bank
Montana
$250K
ALA
2062
Atlas Legacy Advisors
California
$250K
MWM
2063
McMill Wealth Management
Nebraska
$250K
TTWM
2064
TCV Trust & Wealth Management
Virginia
$250K
NG
2065
Northstar Group
New York
$249K
SFC
2066
Sprinkle Financial Consultants
Colorado
$249K
JWM
2067
JGP Wealth Management
Oregon
$249K
LSWP
2068
Liberty Square Wealth Partners
Pennsylvania
$249K
PAG
2069
Powers Advisory Group
Illinois
$248K
LWM
2070
Lionshead Wealth Management
New York
$248K
ANB
2071
Amarillo National Bank
Texas
$248K
USWIA
2072
UP Strategic Wealth Investment Advisors
Pennsylvania
$247K
TFIPS
2073
Towarzystwo Funduszy Inwestycyjnych PZU SA
$247K
PS
2074
Planned Solutions
California
$247K
BBA
2075
Braun-Bostich & Associates
Pennsylvania
$247K