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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
CGH
2176
CMG Global Holdings
Texas
$214K
BL
2177
Balentine LLC
Georgia
$214K
CAM
2178
CPA Asset Management
Florida
$214K
RFN
2179
RDA Financial Network
Iowa
$214K
API
2180
Asset Planning Inc
California
$213K
FM
2181
Foster & Motley
Ohio
$213K
BWM
2182
BNC Wealth Management
Oregon
$213K
FCA
2183
FLC Capital Advisors
California
$213K
CWM
2184
Challenger Wealth Management
California
$212K
ZF
2185
Zhang Financial
Michigan
$212K
FA
2186
FDx Advisors
Illinois
$212K
HFRG
2187
Houlihan Financial Resource Group
Virginia
$212K
UFA
2188
Uptown Financial Advisors
Texas
$211K
AT
2189
American Trust
Kentucky
$211K
SSC
2190
Syverson Strege & Co
Iowa
$210K
AP
2191
Atwood & Palmer
Missouri
$210K
VBA
2192
von Borstel & Associates
Oregon
$209K
SFG
2193
Sovereign Financial Group
Connecticut
$209K
EIA
2194
Edgemoor Investment Advisors
Maryland
$208K
HIM
2195
Hanlon Investment Management
New Jersey
$208K
KL
2196
KWMG LLC
Kansas
$208K
TA
2197
TFB Advisors
Kansas
$207K
SCA
2198
Scott Capital Advisors
Oregon
$207K
IW
2199
Instrumental Wealth
Florida
$207K
RIM
2200
RW Investment Management
Idaho
$206K