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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
VFA
726
Valeo Financial Advisors
Indiana
$3.56M
QI
727
Qtron Investments
Massachusetts
$3.55M
RSWM
728
Robertson Stephens Wealth Management
California
$3.55M
AC
729
Asio Capital
Kentucky
$3.55M
CIA
730
Cohen Investment Advisors
New Hampshire
$3.53M
ICM
731
IMS Capital Management
Oregon
$3.5M
MC
732
Moors & Cabot
Massachusetts
$3.5M
FT
733
Fiduciary Trust
Massachusetts
$3.5M
TCA
734
Transcend Capital Advisors
New Jersey
$3.48M
QOP
735
Quinn Opportunity Partners
Virginia
$3.48M
SJL
736
Shayne & Jacobs LLC
Tennessee
$3.46M
TPI
737
Trust Point Inc
Wisconsin
$3.45M
SG
738
Somerset Group
Minnesota
$3.41M
GI
739
GAMMA Investing
California
$3.39M
JIC
740
Joel Isaacson & Co
New York
$3.36M
PA
741
Profund Advisors
Maryland
$3.35M
TCPW
742
Twin City Private Wealth
North Carolina
$3.35M
CHAM
743
Clear Harbor Asset Management
Connecticut
$3.35M
WF
744
Welch & Forbes
Massachusetts
$3.32M
SIG
745
Stonegate Investment Group
Alabama
$3.31M
GIA
746
Gladstone Institutional Advisory
Florida
$3.3M
MNBTD
747
Moody National Bank Trust Division
Texas
$3.3M
UHC
748
Union Heritage Capital
Michigan
$3.3M
Capstone Investment Advisors
749
Capstone Investment Advisors
New York
$3.27M
KCIC
750
Kuhn & Co Investment Counsel
Illinois
$3.23M