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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
PPA
2376
Painted Porch Advisors
California
$50.6K
HCA
2377
Harbor Capital Advisors
Illinois
$49K
XC
2378
XY Capital
Hong Kong
$47.2K
RFS
2379
Richardson Financial Services
Massachusetts
$46.9K
FGA
2380
Fortis Group Advisors
New Jersey
$44.5K
AWM
2381
AllSquare Wealth Management
New York
$43.1K
Aristotle Capital Management
2382
Aristotle Capital Management
California
$43.1K
FWM
2383
FSA Wealth Management
Massachusetts
$43K
OWA
2384
Opal Wealth Advisors
New York
$42.9K
BI
2385
Binnacle Investments
Iowa
$41.9K
HC
2386
Hurley Capital
New York
$41.7K
TWD
2387
True Wealth Design
Ohio
$41.3K
LC
2388
Lavaca Capital
Texas
$40.3K
MDA
2389
Minot DeBlois Advisors
Massachusetts
$40.1K
SJIM
2390
St. Johns Investment Management
Florida
$39.7K
BOJHT
2391
Bank of Jackson Hole Trust
Wyoming
$39.6K
DF
2392
Dunhill Financial
United Kingdom
$37.8K
HH
2393
HWG Holdings
Texas
$37.7K
BCPWM
2394
Bradley & Co Private Wealth Management
Florida
$37.4K
PPC
2395
Park Place Capital
Alabama
$35.9K
GWS
2396
Greykasell Wealth Strategies
California
$35.9K
BAM
2397
Byrne Asset Management
New Jersey
$35.2K
MFA
2398
McClarren Financial Advisors
Pennsylvania
$35K
HFS
2399
Hughes Financial Services
Virginia
$34.9K
JFG
2400
JDM Financial Group
Texas
$34.9K