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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
TWP
2101
Tempus Wealth Planning
California
$236K
BWA
2102
Bordeaux Wealth Advisors
California
$236K
LA
2103
Lifeworks Advisors
Michigan
$236K
BW
2104
BXM Wealth
Colorado
$235K
WWM
2105
WT Wealth Management
Arizona
$235K
AWA
2106
Aletheian Wealth Advisors
Washington
$235K
HC
2107
Hara Capital
Washington
$235K
PSP
2108
Pacific Sage Partners
Washington
$235K
BWS
2109
Buck Wealth Strategies
Colorado
$235K
PCMC
2110
Paragon Capital Management (Colorado)
Colorado
$234K
ETS
2111
ESL Trust Services
New York
$233K
BIG
2112
Builder Investment Group
Georgia
$233K
IWP
2113
Invenio Wealth Partners
Florida
$233K
RC
2114
Rovin Capital
Arizona
$233K
WDG
2115
Wealth Dimensions Group
Ohio
$233K
HPM
2116
Hoxton Planning & Management
West Virginia
$232K
CFA
2117
Capstone Financial Advisors
Illinois
$232K
GFG
2118
Goldstone Financial Group
Illinois
$231K
WP
2119
WealthPLAN Partners
Nebraska
$231K
IAG
2120
Investment Advisory Group
Massachusetts
$230K
HL
2121
HeadInvest LLC
Maine
$230K
CIA
2122
Caledonia Investments (Australia)
Australia
$230K
RFP
2123
Root Financial Partners
California
$230K
BAM
2124
Brave Asset Management
New Jersey
$229K
CSB
2125
City State Bank
Iowa
$228K