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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
Fayez Sarofim & Co
676
Fayez Sarofim & Co
Texas
$4.08M
DAS
677
DMKC Advisory Services
Iowa
$4.07M
LBC
678
Lowe Brockenbrough & Co
Virginia
$4.07M
SCM
679
Sterling Capital Management
North Carolina
$4.06M
FFM
680
Forum Financial Management
Illinois
$4.03M
NAAA
681
New Age Alpha Advisors
New York
$4.01M
AAM
682
Advisors Asset Management
Colorado
$3.99M
CCA
683
Checchi Capital Advisers
California
$3.98M
HTC
684
Haverford Trust Company
Pennsylvania
$3.96M
MSS
685
Mitchell Sinkler & Starr
Pennsylvania
$3.96M
Two Sigma Investments
686
Two Sigma Investments
New York
$3.95M
WC
687
Wynn Capital
Georgia
$3.93M
GP
688
Guardian Partners
Canada
$3.9M
PP
689
Prudential plc
United Kingdom
$3.88M
PCTC
690
Perkins Coie Trust Company
Washington
$3.88M
FTWA
691
Fifth Third Wealth Advisors
Ohio
$3.85M
IMC Chicago
692
IMC Chicago
Illinois
$3.85M
FFN
693
Focus Financial Network
Minnesota
$3.84M
SPC
694
Sigma Planning Corp
Michigan
$3.82M
CIP
695
Convergence Investment Partners
Florida
$3.78M
ABC
696
Associated Banc-Corp
Wisconsin
$3.78M
QCIG
697
Quad-Cities Investment Group
Iowa
$3.76M
HNB
698
Huntington National Bank
Ohio
$3.74M
LA
699
LBP AM
France
$3.74M
FCM
700
Fieldview Capital Management
Michigan
$3.74M