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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
BWP
2151
BSW Wealth Partners
Colorado
$221K
SWA
2152
SOA Wealth Advisors
New York
$221K
AA
2153
Apriem Advisors
California
$221K
SWM
2154
Sculati Wealth Management
Michigan
$221K
OHWP
2155
Oak Harbor Wealth Partners
North Carolina
$220K
ARG
2156
Advisory Resource Group
Oklahoma
$220K
MA
2157
MJP Associates
Connecticut
$220K
VCM
2158
Vivaldi Capital Management
Illinois
$220K
SHWM
2159
Smith & Howard Wealth Management
Georgia
$220K
LS
2160
Leelyn Smith
Illinois
$219K
YWM
2161
Yukon Wealth Management
Kansas
$219K
NWM
2162
Northcape Wealth Management
New York
$219K
HGWM
2163
Horst & Graben Wealth Management
Oregon
$219K
SPG
2164
Strategic Planning Group
Utah
$218K
CB
2165
Centennial Bank
Arkansas
$217K
HPBT
2166
Hickory Point Bank & Trust
Illinois
$217K
GL
2167
GHE LLC
Tennessee
$217K
VC
2168
Veery Capital
Delaware
$217K
TC
2169
Trilogy Capital
California
$216K
RRCM
2170
Rappaport Reiches Capital Management
Illinois
$216K
HCM
2171
Hengehold Capital Management
Ohio
$215K
TIP
2172
Torray Investment Partners
Maryland
$215K
BWM
2173
Buckley Wealth Management
Nevada
$215K
SOS
2174
Silver Oak Securities
Tennessee
$215K
NC
2175
North Capital
Utah
$215K