WFC icon

Wells Fargo

2,523 hedge funds and large institutions have $177B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 963 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: 963 | 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
2,523
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
PCA
776
Pallas Capital Advisors
Massachusetts
$3.01M
HAG
777
HF Advisory Group
Maryland
$3.01M
RA
778
RFG Advisory
Alabama
$3.01M
AC
779
Avestar Capital
New York
$3M
SLI
780
Sumitomo Life Insurance
Japan
$3M
FG
781
Foster Group
Iowa
$2.97M
KIA
782
KCM Investment Advisors
California
$2.96M
CAM
783
Cidel Asset Management
Ontario, Canada
$2.94M
CIA
784
Choate Investment Advisors
Massachusetts
$2.94M
GIC
785
Generali Investments CEE
Czech Republic
$2.94M
TAM
786
Trust Asset Management
Texas
$2.94M
HFM
787
Harvest Fund Management
China
$2.93M
BCM
788
Brookstone Capital Management
Illinois
$2.92M
SCM
789
SCS Capital Management
Massachusetts
$2.91M
IC
790
Inkwell Capital
Florida
$2.89M
IA
791
IFP Advisors
Florida
$2.88M
PA
792
Parallel Advisors
California
$2.86M
SDWIA
793
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.86M
NL
794
NVWM LLC
Pennsylvania
$2.86M
CICI
795
Capital Investment Counsel Inc
North Carolina
$2.86M
NRD
796
Nebula Research & Development
New York
$2.85M
NAS
797
NWF Advisory Services
California
$2.84M
RBI
798
Raiffeisen Bank International
Austria
$2.82M
FFO
799
Fiduciary Family Office
Florida
$2.8M
UAS
800
United Asset Strategies
New York
$2.78M