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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 152 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
LG
2651
LAM Group
Oregon
MFG
2652
Mendota Financial Group
Wisconsin
QPBE
2653
Quintet Private Bank (Europe)
Luxembourg
TCG
2654
Transcendent Capital Group
Oklahoma
EFMH
2655
E Fund Management (HK)
Hong Kong
DRP
2656
Decker Retirement Planning
Utah
MA
2657
Modus Advisors
Minnesota
MCM
2658
MidAtlantic Capital Management
Virginia
SSG
2659
Summit Securities Group
New York
FIA
2660
FPC Investment Advisory
California
SC
2661
Stephens Consulting
Michigan
CP
2662
Castleview Partners
Texas
LFA
2663
Legend Financial Advisors
Pennsylvania
FWM
2664
FLP Wealth Management
Arkansas
FF
2665
Friedenthal Financial
New Jersey
MFS
2666
Mattson Financial Services
Michigan
WWA
2667
Wingate Wealth Advisors
Massachusetts
OSNBOA
2668
Old Second National Bank of Aurora
Illinois
HI
2669
Human Investing
Oregon
MCM
2670
Mainstream Capital Management
California
SMAM
2671
Sugar Maple Asset Management
Wisconsin
ORAM
2672
One River Asset Management
Connecticut
DRS
2673
Deane Retirement Strategies
Louisiana
LOIP
2674
Live Oak Investment Partners
Texas