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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
GRQ
651
Gardner Russo & Quinn
Pennsylvania
$4.52M
EH
652
Equitable Holdings
New York
$4.5M
S
653
SignatureFD
Georgia
$4.46M
OC
654
Optimas Capital
Hong Kong
$4.44M
BW
655
Balance Wealth
Ohio
$4.44M
OFS
656
Oldfather Financial Services
Nebraska
$4.43M
TAMH
657
Taikang Asset Management (HK)
Hong Kong
$4.43M
CFB
658
Cullen/Frost Bankers
Texas
$4.42M
VanEck Associates
659
VanEck Associates
New York
$4.36M
WC
660
Waterloo Capital
Texas
$4.34M
BP
661
BWM Planning
Texas
$4.31M
CAM
662
Chou Associates Management
Ontario, Canada
$4.27M
PCIA
663
Prime Capital Investment Advisors
Kansas
$4.26M
Verition Fund Management
664
Verition Fund Management
Connecticut
$4.25M
RCM
665
RNC Capital Management
California
$4.23M
PFGIA
666
Patriot Financial Group Insurance Agency
Massachusetts
$4.21M
P
667
Pitcairn
Pennsylvania
$4.21M
EI
668
Ethic Inc
New York
$4.18M
CAMG
669
CWA Asset Management Group
Florida
$4.17M
LDB
670
Lee, Danner & Bass
Tennessee
$4.16M
BOS
671
Bank of Stockton
California
$4.11M
TFS
672
Thoroughbred Financial Services
Tennessee
$4.1M
SFM
673
Signet Financial Management
New Jersey
$4.1M
PPW
674
Parcion Private Wealth
Washington
$4.09M
DFCM
675
Dark Forest Capital Management
Puerto Rico
$4.09M