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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
CCA
2251
Catalyst Capital Advisors
New York
$151K
NC
2252
NewSquare Capital
Pennsylvania
$148K
OAJ
2253
Ogorek Anthony Joseph
New York
$147K
BTC
2254
Bank & Trust Company
Illinois
$146K
SR
2255
Syntax Research
Florida
$146K
PA
2256
PSI Advisors
Florida
$144K
TC
2257
Trust Company
Kansas
$144K
CWC
2258
Carolinas Wealth Consulting
North Carolina
$144K
FWA
2259
Flagship Wealth Advisors
Massachusetts
$144K
SOAMC
2260
Spirit of America Management Corp
New York
$144K
CCMI
2261
Creative Capital Management Investments
California
$144K
OCM
2262
Osterweis Capital Management
California
$143K
BFPW
2263
BOK Financial Private Wealth
Colorado
$139K
GS
2264
Gagnon Securities
New York
$138K
JEST
2265
JTC Employer Solutions Trustee
Jersey
$137K
NCM
2266
Northwest Capital Management
Oregon
$137K
ME
2267
McIlrath & Eck
Washington
$136K
OAM
2268
Ostrum Asset Management
France
$136K
GEA
2269
Glen Eagle Advisors
New Jersey
$135K
CHC
2270
City Holding Co
West Virginia
$133K
CCAM
2271
Cascades Capital Asset Management
North Carolina
$131K
HWA
2272
Heritage Wealth Advisors
Virginia
$130K
CJH
2273
Christopher J. Hasenberg
Wisconsin
$129K
EPIME
2274
Evelyn Partners Investment Management (Europe)
$128K
GJIA
2275
Glass Jacobson Investment Advisors
Maryland
$126K