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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
SOW
2126
State of Wyoming
Wyoming
$228K
BOH
2127
Bank of Hawaii
Hawaii
$227K
FWM
2128
Forza Wealth Management
Florida
$227K
CAM
2129
Cozad Asset Management
Illinois
$227K
BIM
2130
Baldwin Investment Management
Pennsylvania
$227K
MCCA
2131
Mill Creek Capital Advisors
Pennsylvania
$227K
WFPG
2132
Waller Financial Planning Group
Ohio
$226K
IF
2133
Ironwood Financial
Arizona
$225K
NB
2134
Northwest Bancshares
Pennsylvania
$225K
SPF
2135
South Plains Financial
Texas
$225K
PA
2136
PharVision Advisers
Florida
$225K
ANC
2137
Ames National Corp
Iowa
$225K
BFA
2138
Beaumont Financial Advisors
Massachusetts
$225K
HFAS
2139
Hummer Financial Advisory Services
Illinois
$224K
EFG
2140
Embree Financial Group
Illinois
$224K
SCG
2141
Sonata Capital Group
Washington
$224K
CWA
2142
CM Wealth Advisors
Ohio
$223K
KOMWMG
2143
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$223K
AFA
2144
AA Financial Advisors
Ohio
$223K
JWM
2145
Jessup Wealth Management
Ohio
$223K
WFA
2146
West Financial Advisors
Iowa
$223K
GPW
2147
Genesis Private Wealth
Virginia
$222K
AWC
2148
Abundance Wealth Counselors
Pennsylvania
$222K
SFG
2149
Sunburst Financial Group
Alabama
$222K
NCMW
2150
Northern Capital Management (Washington)
Washington
$221K