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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
SO
2201
Sierra Ocean
California
$205K
HFS
2202
Howard Financial Services
Texas
$205K
OAS
2203
Optivise Advisory Services
Tennessee
$205K
MFF
2204
Michels Family Financial
Texas
$204K
NLP
2205
Next Level Private
New York
$204K
LMKC
2206
L.M. Kohn & Company
Ohio
$204K
SCA
2207
Sandy Cove Advisors
Massachusetts
$203K
RB
2208
Rodgers Brothers
Pennsylvania
$203K
TFA
2209
Tobias Financial Advisors
Florida
$202K
PIA
2210
Powell Investment Advisors
Florida
$202K
MWM
2211
MGB Wealth Management
Texas
$202K
RIS
2212
Richmond Investment Services
Wisconsin
$201K
ERWM
2213
Elk River Wealth Management
Colorado
$201K
EFG
2214
Ethos Financial Group
Pennsylvania
$201K
WA
2215
WBH Advisory
Maryland
$201K
IAS
2216
Investment Advisory Services
Texas
$201K
WPA
2217
West Paces Advisors
Georgia
$201K
JC
2218
JB Capital
Connecticut
$200K
GWM
2219
GDS Wealth Management
Texas
$200K
IWN
2220
Independent Wealth Network
Iowa
$200K
FFC
2221
Frederick Financial Consultants
Maryland
$200K
BIA
2222
Bell Investment Advisors
California
$200K
PSFG
2223
Park Square Financial Group
Georgia
$199K
UCB
2224
United Community Bank
South Carolina
$198K
WAS
2225
Winch Advisory Services
Wisconsin
$198K