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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
Vontobel Holding
601
Vontobel Holding
Switzerland
$5.45M
BFG
602
Bleakley Financial Group
New Jersey
$5.43M
CFO
603
Callan Family Office
Pennsylvania
$5.38M
HWM
604
HighMark Wealth Management
Minnesota
$5.37M
AS
605
Aware Super
Australia
$5.33M
TPCW
606
TD Private Client Wealth
New York
$5.32M
SF
607
Synovus Financial
Georgia
$5.31M
FNFDCM
608
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.31M
WCM
609
Weik Capital Management
Pennsylvania
$5.3M
MDCM
610
Morgan Dempsey Capital Management
Wisconsin
$5.29M
BCV
611
Banque Cantonale Vaudoise
Switzerland
$5.28M
BFS
612
Bard Financial Services
Connecticut
$5.21M
LAM
613
L2 Asset Management
Massachusetts
$5.2M
PIM
614
Plato Investment Management
Australia
$5.19M
BG
615
Bahl & Gaynor
Ohio
$5.19M
RHIG
616
R.H. Investment Group
Arizona
$5.13M
CANC
617
Culbertson A N & Co
Virginia
$5.12M
AG
618
AIA Group
Hong Kong
$5.07M
RWM
619
Ritholtz Wealth Management
New York
$5.05M
AG
620
Algert Global
California
$5M
ECM
621
Eisler Capital Management
United Kingdom
$4.99M
Luther King Capital Management (LKCM)
622
Luther King Capital Management (LKCM)
Texas
$4.99M
FLPIM
623
F.L. Putnam Investment Management
Massachusetts
$4.98M
BCM
624
Brookmont Capital Management
Texas
$4.97M
RBA
625
Richard Bernstein Advisors
New York
$4.97M