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Wells Fargo

2,521 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
2,521
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
Lido Advisors
401
Lido Advisors
California
$14.2M
GL
402
Governors Lane
New York
$13.8M
AAS
403
Avantax Advisory Services
Texas
$13.8M
EBSAM
404
Eubel Brady & Suttman Asset Management
Ohio
$13.8M
OAC
405
OMERS Administration Corp
Ontario, Canada
$13.8M
MGP
406
Metis Global Partners
California
$13.6M
MCM
407
Moore Capital Management
New York
$13.6M
GIBU
408
Gulf International Bank (UK)
United Kingdom
$13.6M
KOCAA
409
Knights of Columbus Asset Advisors
Connecticut
$13.5M
PA
410
Pinnacle Associates
New York
$13.4M
GIM
411
Grassi Investment Management
California
$13.3M
ELC
412
Edgar Lomax Company
Virginia
$13.3M
Arrowstreet Capital
413
Arrowstreet Capital
Massachusetts
$13.3M
VSI
414
Verde Servicos Internacionais
Brazil
$13.2M
MCM
415
MAI Capital Management
Ohio
$13.1M
AF
416
Allworth Financial
California
$13M
NG
417
NatWest Group
United Kingdom
$13M
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$12.9M
AUB
419
Atlantic Union Bankshares
Virginia
$12.8M
NAM
420
NorthCrest Asset Manangement
Minnesota
$12.7M
FCH
421
Freestone Capital Holdings
Washington
$12.7M
LSERS
422
Louisiana State Employees Retirement System
Louisiana
$12.7M
CWA
423
Consilium Wealth Advisory
Texas
$12.7M
AAA
424
Adams Asset Advisors
Texas
$12.6M
SAM
425
Securian Asset Management
Minnesota
$12.5M