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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
PWM
451
Perigon Wealth Management
California
$10.5M
GAM
452
Groupama Asset Management
France
$10.5M
CCM
453
Channing Capital Management
Illinois
$10.4M
TAM
454
Tocqueville Asset Management
New York
$10.4M
WANY
455
Wealthspire Advisors (New York)
New York
$10.3M
Squarepoint
456
Squarepoint
New York
$10.3M
PCM
457
Poehling Capital Management
Wisconsin
$10.2M
AU
458
Algebris (UK)
United Kingdom
$9.95M
DWT
459
Dorsey & Whitney Trust
South Dakota
$9.88M
TW
460
TritonPoint Wealth
Maryland
$9.86M
VW
461
Veridan Wealth
Oregon
$9.84M
SCM
462
SKBA Capital Management
California
$9.8M
PL
463
Parkwood LLC
Ohio
$9.78M
SM
464
Salzhauer Michael
$9.77M
CA
465
CSM Advisors
Pennsylvania
$9.74M
MPM
466
Meritage Portfolio Management
Kansas
$9.73M
SBFM
467
S-Bank Fund Management
Finland
$9.71M
ERP
468
Eldred Rock Partners
Texas
$9.54M
BCCM
469
Black Cypress Capital Management
Florida
$9.49M
GI
470
GLOBALT Investments
Georgia
$9.39M
HP
471
Hikari Power
Japan
$9.37M
IG
472
ING Group
Netherlands
$9.35M
VIM
473
Vinva Investment Management
Australia
$9.33M
NEAM
474
New England Asset Management
Connecticut
$9.32M
LF
475
Longbow Finance
Switzerland
$9.32M