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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
NOI
2426
Newton One Investments
Delaware
$22K
RWS
2427
Retirement Wealth Solutions
Wisconsin
$21.7K
IMC
2428
Investment Management Corporation
Virginia
$21.7K
BCM
2429
Berbice Capital Management
New York
$21.5K
WIM
2430
Westside Investment Management
California
$21.5K
T
2431
Tidemark
California
$21.2K
WCM
2432
WealthTrak Capital Management
Virginia
$20.4K
BGWM
2433
Bridge Generations Wealth Management
Florida
$20.1K
CFS
2434
CGC Financial Services
Oregon
$20.1K
PP
2435
PrairieView Partners
Minnesota
$20K
CCM
2436
Copeland Capital Management
Pennsylvania
$18.5K
HB
2437
Horizon Bancorp
Indiana
$18K
CMP
2438
Coston McIsaac & Partners
Maine
$18K
AF
2439
Abound Financial
California
$17.7K
MAM
2440
Morse Asset Management
Connecticut
$17.5K
FCG
2441
Financial Connections Group
California
$17K
HIW
2442
Holos Integrated Wealth
Pennsylvania
$16.7K
DWM
2443
Dogwood Wealth Management
Kansas
$16.6K
NFSG
2444
Newbridge Financial Services Group
Florida
$16.2K
CWM
2445
Consultiva Wealth Management
Puerto Rico
$14.9K
NWM
2446
Nova Wealth Management
Florida
$14.4K
PGAM
2447
Princeton Global Asset Management
New Jersey
$14.4K
ICCON
2448
Investment Counsel Company of Nevada
Nevada
$14.4K
MAFA
2449
MJT & Associates Financial Advisory
Minnesota
$14.3K
KA
2450
Kozak & Associates
Colorado
$14.1K