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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
CIA
751
Capital Investment Advisors
Georgia
$3.23M
SCI
752
S&CO Inc
Massachusetts
$3.22M
COI
753
Connable Office Inc
Michigan
$3.21M
AWM
754
Angeles Wealth Management
California
$3.2M
SP
755
SWS Partners
Ohio
$3.19M
HPC
756
HM Payson & Co
Maine
$3.18M
VNIM
757
Vaughan Nelson Investment Management
Texas
$3.18M
DLCIG
758
D.L. Carlson Investment Group
New Hampshire
$3.17M
SSWM
759
Smith Salley Wealth Management
North Carolina
$3.14M
BP
760
Ballentine Partners
Massachusetts
$3.14M
WWA
761
WCG Wealth Advisors
Nevada
$3.13M
AP
762
Adero Partners
California
$3.11M
LOAMS
763
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.1M
AG
764
Ascent Group
Virginia
$3.09M
CA
765
Cullinan Associates
Kentucky
$3.08M
M1FG
766
Mach-1 Financial Group
Arkansas
$3.08M
FSA
767
Franklin Street Advisors
North Carolina
$3.07M
ACM
768
Argyle Capital Management
Pennsylvania
$3.07M
FMI
769
F/M Investments
District of Columbia
$3.07M
ACI
770
Alpha Cubed Investments
California
$3.06M
WPC
771
White Pine Capital
Minnesota
$3.06M
GI
772
GS Investments
Minnesota
$3.04M
EFM
773
E Fund Management
China
$3.04M
PBK
774
Peoples Bank (Kansas)
Kansas
$3.03M
VFA
775
Voya Financial Advisors
Connecticut
$3.02M