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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
BHWM
2326
Beaird Harris Wealth Management
Texas
$86.1K
CPG
2327
Cornerstone Planning Group
New Jersey
$85.1K
OPTFSNA
2328
Old Point Trust & Financial Services N A
Virginia
$84.9K
FP
2329
Financial Perspectives
Minnesota
$84.9K
FFA
2330
Frazier Financial Advisors
Ohio
$82.1K
RAM
2331
Ramirez Asset Management
New York
$82.1K
RJA
2332
Ross\Johnson & Associates
Minnesota
$80.8K
HNW
2333
High Note Wealth
Minnesota
$78.2K
OIA
2334
Optimum Investment Advisors
Illinois
$77.2K
AWM
2335
Atticus Wealth Management
Florida
$75.4K
PW
2336
Pandora Wealth
Illinois
$75.4K
BWM
2337
Bernard Wealth Management
Michigan
$74.5K
PAI
2338
Pittenger & Anderson Inc
Nebraska
$74.3K
BTD
2339
BankPlus Trust Department
Mississippi
$73.8K
CAM
2340
Creekmur Asset Management
Illinois
$72.2K
RPA
2341
Redwood Park Advisors
California
$72K
BGA
2342
Battery Global Advisors
Massachusetts
$71.8K
MWM
2343
MorganRosel Wealth Management
Colorado
$71.8K
WAM
2344
WFA Asset Management
Wisconsin
$70.3K
FDCP
2345
Foster Dykema Cabot & Partners
Massachusetts
$70.3K
GC
2346
Garde Capital
Washington
$68.8K
FGAM
2347
Financial Gravity Asset Management
Texas
$66.6K
Loomis, Sayles & Company
2348
Loomis, Sayles & Company
Massachusetts
$65K
SNB
2349
Security National Bank
Nebraska
$64.3K
VFM
2350
Vision Financial Markets
Connecticut
$63.6K