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Wells Fargo

2,520 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
2,520
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
CWM
2351
Crowley Wealth Management
Delaware
$63.5K
RFG
2352
REAP Financial Group
Texas
$63.3K
IRC
2353
Investors Research Corp
Georgia
$63.1K
CTB
2354
Country Trust Bank
Illinois
$62.3K
WA
2355
WPG Advisers
Maryland
$62.1K
SRCM
2356
Signature Resources Capital Management
California
$61.1K
AWM
2357
Activest Wealth Management
Florida
$60.4K
NECFA
2358
New England Capital Financial Advisors
Connecticut
$60.2K
ABWM
2359
Alpine Bank Wealth Management
Colorado
$59.8K
RS
2360
Rakuten Securities
Japan
$59.5K
Q1WB
2361
Quest 10 Wealth Builders
Virginia
$58.7K
BL
2362
BFSG LLC
California
$58.6K
WA
2363
Whipplewood Advisors
Colorado
$58.6K
MFT
2364
Moisand Fitzgerald Tamayo
Florida
$57.7K
ATC
2365
Advantage Trust Company
Kansas
$57.4K
VWA
2366
Valued Wealth Advisors
Utah
$57.2K
PWMG
2367
Private Wealth Management Group
New Jersey
$56.9K
BP
2368
BNP Paribas
France
$56.2K
FC
2369
Fairscale Capital
New Hampshire
$56K
AT
2370
Avalon Trust
New Mexico
$55.3K
MSWA
2371
Marshall & Sterling Wealth Advisors
New York
$54.4K
CWM
2372
Centricity Wealth Management
Ohio
$52.6K
RFA
2373
Reyes Financial Architecture
California
$52.3K
HC
2374
Hoese & Co
Minnesota
$52K
FMP
2375
Financial Management Professionals
Texas
$51.4K