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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
HDIM
2276
Hanson & Doremus Investment Management
Vermont
$126K
KFI
2277
Key Financial Inc
Pennsylvania
$126K
SAM
2278
Sherman Asset Management
California
$124K
ATC
2279
Adirondack Trust Company
New York
$123K
RTC
2280
Riverview Trust Company
Washington
$123K
FCT
2281
First Community Trust
Iowa
$122K
FUBT
2282
First United Bank & Trust
Maryland
$122K
PWM
2283
Proathlete Wealth Management
Florida
$121K
RL
2284
Rogco LP
Oklahoma
$120K
FAM
2285
Flaharty Asset Management
Florida
$119K
LAMC
2286
Longview Asset Management (California)
California
$119K
BHWM
2287
Bay Harbor Wealth Management
Maryland
$117K
PWMG
2288
Prestige Wealth Management Group
New Jersey
$115K
CWM
2289
Cranbrook Wealth Management
Michigan
$111K
HCM
2290
Hollencrest Capital Management
California
$111K
C
2291
Covestor
United Kingdom
$111K
GWP
2292
Gen-Wealth Partners
Michigan
$111K
AA
2293
Addison Advisors
Vermont
$111K
RMP
2294
Richards, Merrill & Peterson
Washington
$110K
OP
2295
ORG Partners
Indiana
$110K
SWIM
2296
Smallwood Wealth Investment Management
New Jersey
$109K
ANBT
2297
American National Bank & Trust
Texas
$107K
BCMLT
2298
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K
TFGT
2299
TS Financial Group (TSFG)
Illinois
$106K
CA
2300
Centerpoint Advisors
Massachusetts
$105K