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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
Pacer Advisors
351
Pacer Advisors
Pennsylvania
$18.6M
CM
352
Churchill Management
California
$18M
BAM
353
Berkshire Asset Management
Pennsylvania
$17.7M
Brown Advisory
354
Brown Advisory
Maryland
$17.6M
PF
355
Phoenix Financial
Israel
$17.5M
IC
356
IEQ Capital
California
$17.4M
KA
357
KLCM Advisors
Wisconsin
$17.3M
LAM
358
Lountzis Asset Management
Pennsylvania
$17.3M
BAMF
359
BI Asset Management Fondsmaeglerselskab
Denmark
$17.3M
EWA
360
EP Wealth Advisors
California
$17.2M
EF
361
Empowered Funds
Pennsylvania
$17.1M
NIG
362
NFJ Investment Group
Texas
$17M
KCM
363
Kodai Capital Management
Illinois
$16.8M
CL
364
Choreo LLC
Illinois
$16.7M
FGP
365
Freestone Grove Partners
California
$16.7M
DADC
366
D.A. Davidson & Co
Montana
$16.6M
MAM
367
Mark Asset Management
New York
$16.5M
EDRH
368
Edmond de Rothschild Holding
Switzerland
$16.5M
AI
369
Atria Investments
North Carolina
$16.4M
SIM
370
Sprucegrove Investment Management
Ontario, Canada
$16.4M
CCM
371
Cinctive Capital Management
New York
$16.4M
Simplex Trading
372
Simplex Trading
Illinois
$16.3M
NIM
373
NEOS Investment Management
Connecticut
$16.2M
KRS
374
Kentucky Retirement Systems
Kentucky
$16.1M
GAM
375
Griffin Asset Management
New York
$16M