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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
PWM
2076
Power Wealth Management
Georgia
$247K
CAWM
2077
Capital Advisors Wealth Management
Washington
$246K
B
2078
BetterWealth
California
$246K
CWA
2079
Consilio Wealth Advisors
Washington
$245K
FHA
2080
Flagship Harbor Advisors
Massachusetts
$244K
SIC
2081
SFE Investment Counsel
California
$244K
HIIFS
2082
Harel Insurance Investments & Financial Services
Israel
$244K
NJBEST
2083
New Jersey Better Educational Savings Trust
New Jersey
$244K
SFS
2084
Strategic Financial Services
New York
$244K
RA
2085
Rise Advisors
New York
$242K
CAM
2086
Claret Asset Management
Quebec, Canada
$242K
CF
2087
Convergence Financial
Missouri
$242K
SWRP
2088
Summit Wealth & Retirement Planning
California
$241K
UBG
2089
United Bank (Georgia)
Georgia
$241K
CBB
2090
Citizens Business Bank
California
$240K
BPAMU
2091
BTG Pactual Asset Management US
New York
$239K
CPCP
2092
Cedar Point Capital Partners
Iowa
$239K
CAL
2093
Capital Advisors Ltd
Ohio
$239K
FWM
2094
Finer Wealth Management
Massachusetts
$239K
GHA
2095
Granite Harbor Advisors
Texas
$239K
DOA
2096
D'Orazio & Associates
Virginia
$238K
BSB
2097
Bangor Savings Bank
Maine
$238K
BFA
2098
Buttonwood Financial Advisors
Maryland
$238K
WCM
2099
Washington Capital Management
Washington
$237K
HWMG
2100
Hurlow Wealth Management Group
Indiana
$236K