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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
RF
2301
Rossby Financial
Florida
$103K
UIA
2302
Ulland Investment Advisors
Minnesota
$103K
SIC
2303
SJS Investment Consulting
Ohio
$102K
MMCM
2304
Murphy & Mullick Capital Management
New York
$101K
CB
2305
Community Bank
New York
$101K
SA
2306
SRH Advisors
Kansas
$101K
MSWM
2307
Mowery & Schoenfeld Wealth Management
Illinois
$99.1K
PFG
2308
Putney Financial Group
California
$98.4K
FC
2309
Family CFO
California
$96.7K
MEG
2310
Millstone Evans Group
Colorado
$96.6K
IBOK
2311
Independence Bank of Kentucky
Kentucky
$95K
BWL
2312
Bogart Wealth LLC
Virginia
$94.2K
CT
2313
Clearstead Trust
Maine
$93.3K
TCM
2314
TruNorth Capital Management
Michigan
$93.3K
SCB
2315
Saudi Central Bank
Saudi Arabia
$92.9K
USB
2316
Union Savings Bank
Connecticut
$92.8K
CYG
2317
Clean Yield Group
Vermont
$91.5K
CAM
2318
Clarity Asset Management
Iowa
$91.5K
BA
2319
Bellwether Advisors
Nebraska
$88.7K
IRAG
2320
Investment Research & Advisory Group
Georgia
$87.9K
AIM
2321
Arcadia Investment Management
Michigan
$87.7K
BONH
2322
Bank of New Hampshire
New Hampshire
$87.6K
MIM
2323
Manitou Investment Management
Ontario, Canada
$87.6K
FMTCOCP
2324
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K
FFL
2325
Financial Freedom LLC
Ohio
$86.7K