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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
CIR
2226
Clear Investment Research
Georgia
$196K
MHR
2227
Matthew Hamilton Rosenberg
$193K
OCM
2228
Orion Capital Management
California
$191K
SVCP
2229
Silicon Valley Capital Partners
California
$189K
NMG
2230
New Millennium Group
Utah
$188K
Group One Trading
2231
Group One Trading
Illinois
$187K
MTIC
2232
Missouri Trust & Investment Company
Missouri
$187K
PH
2233
Pinnacle Holdings
Oklahoma
$185K
CFS
2234
Compass Financial Services
Iowa
$181K
CFD
2235
Creative Financial Designs
Indiana
$181K
HWM
2236
Hemington Wealth Management
Virginia
$180K
ACA
2237
American Capital Advisory
Idaho
$179K
CB
2238
CNB Bank
Pennsylvania
$178K
TSMHT
2239
Thurston Springer Miller Herd & Titak
Indiana
$175K
CBT
2240
Crews Bank & Trust
Florida
$175K
PAG
2241
Paladin Advisory Group
Iowa
$173K
SFG
2242
Stonebridge Financial Group
Pennsylvania
$169K
DIP
2243
DT Investment Partners
Pennsylvania
$163K
GCM
2244
Gables Capital Management
Florida
$158K
JGIA
2245
Jackson Grant Investment Advisers
Connecticut
$158K
AAG
2246
Armstrong Advisory Group
Massachusetts
$157K
AWM
2247
Abound Wealth Management
Tennessee
$157K
A
2248
AlphaQuest
New York
$155K
AIM
2249
Acropolis Investment Management
Missouri
$153K
GFPC
2250
Global Financial Private Client
Florida
$152K