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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
TFA
2451
Toth Financial Advisory
Virginia
$13.9K
GWSA
2452
Global Wealth Strategies & Associates
Colorado
$13.9K
AFG
2453
Albion Financial Group
Utah
$13.7K
ACM
2454
Anfield Capital Management
California
$13.6K
CRFG
2455
Columbia River Financial Group
Washington
$13K
PS
2456
Pinney & Scofield
Massachusetts
$13K
WWM
2457
Wolff Wiese Magana
California
$11.5K
NA
2458
Nordwand Advisors
Pennsylvania
$11.5K
TCA
2459
Trifecta Capital Advisors
Illinois
$10.9K
SC
2460
Swan Capital
Florida
$10.8K
AEPWM
2461
Atlantic Edge Private Wealth Management
Florida
$10.8K
GTAM
2462
Global Trust Asset Management
Florida
$10.7K
CAWM
2463
Capital A Wealth Management
Pennsylvania
$10.6K
RDFA
2464
Ritter Daniher Financial Advisory
Ohio
$10.3K
SIM
2465
Synergy Investment Management
Florida
$10.3K
RAM
2466
Riggs Asset Management
Pennsylvania
$10.3K
ACA
2467
Atlas Capital Advisors
Wyoming
$9.76K
KWM
2468
Kiker Wealth Management
Georgia
$9.72K
AP
2469
Aspect Partners
Virginia
$9.62K
MAS
2470
MPWM Advisory Solutions
Georgia
$9.52K
BIM
2471
Breakwater Investment Management
Washington
$9.33K
PWA
2472
Principia Wealth Advisory
Texas
$9.09K
TFM
2473
TFC Financial Management
Massachusetts
$8.83K
IA
2474
IFS Advisors
Kansas
$8.47K
WW
2475
Winnow Wealth
Texas
$8.26K