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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
WSFS
626
Wilmington Savings Fund Society
Delaware
$4.96M
BS
627
Banco Santander
Spain
$4.96M
SGA
628
Strategic Global Advisors
California
$4.93M
SICM
629
Sustainable Insight Capital Management
New York
$4.9M
OIA
630
OneDigital Investment Advisors
Kansas
$4.85M
HT
631
Headlands Technologies
Illinois
$4.82M
OC
632
Oppenheimer & Co
New York
$4.79M
BJL
633
Brighton Jones LLC
Washington
$4.78M
DWP
634
Daymark Wealth Partners
Ohio
$4.78M
TSW
635
Thompson Siegel & Walmsley
Virginia
$4.76M
CP
636
Clayton Partners
California
$4.75M
PFP
637
Pinnacle Financial Partners
Tennessee
$4.74M
BFS
638
Bradley Foster & Sargent
Connecticut
$4.73M
MSA
639
MUFG Securities Americas
New York
$4.66M
MAS
640
Meeder Advisory Services
Ohio
$4.66M
RVM
641
Robinson Value Management
Texas
$4.66M
QCG
642
Quadrant Capital Group
Ohio
$4.64M
MYAM
643
Meiji Yasuda Asset Management
Japan
$4.63M
PAM
644
Paradigm Asset Management
New York
$4.62M
Bessemer Group
645
Bessemer Group
New Jersey
$4.61M
CAG
646
Crestwood Advisors Group
Massachusetts
$4.6M
SG Americas Securities
647
SG Americas Securities
New York
$4.59M
BFM
648
Boothbay Fund Management
New York
$4.58M
FNA
649
First National Advisers
Nebraska
$4.56M
PGFC
650
Peapack-Gladstone Financial Corp
New Jersey
$4.53M