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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
SA
501
Sicart Associates
New York
$8.04M
ASN
502
Advisory Services Network
Georgia
$8.02M
SFS
503
Sowell Financial Services
Arkansas
$7.98M
LPT
504
Legacy Private Trust
Wisconsin
$7.97M
PS
505
Principal Securities
Iowa
$7.97M
DS
506
DRW Securities
Illinois
$7.95M
DA
507
DCM Advisors
New York
$7.93M
WT
508
Whittier Trust
California
$7.92M
EMPI
509
Elo Mutual Pension Insurance
Finland
$7.87M
BBI
510
Baxter Bros Inc
Connecticut
$7.86M
IP
511
Interval Partners
New York
$7.84M
TRCT
512
Tower Research Capital (TRC)
New York
$7.82M
GWM
513
Geneos Wealth Management
Colorado
$7.81M
JFG
514
Jefferies Financial Group
New York
$7.79M
CBUSF
515
Construction & Building Unions Superannuation Fund
Australia
$7.76M
ClearBridge Investments
516
ClearBridge Investments
New York
$7.68M
CFLC
517
California First Leasing Corp
California
$7.64M
I
518
InvesTrust
Oklahoma
$7.61M
MFG
519
Merit Financial Group
Georgia
$7.57M
NMIMC
520
Northwestern Mutual Investment Management Company
Wisconsin
$7.51M
P
521
&Partners
Tennessee
$7.39M
IIM
522
Intact Investment Management
Quebec, Canada
$7.38M
RIG
523
RiverFront Investment Group
Virginia
$7.35M
TI
524
Tidal Investments
Wisconsin
$7.31M
TMAM
525
Tokio Marine Asset Management
Japan
$7.29M