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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
OC
801
Oarsman Capital
Wisconsin
$2.78M
MYLI
802
Meiji Yasuda Life Insurance
Japan
$2.78M
CTC
803
Central Trust Company
Missouri
$2.77M
TBA
804
Tower Bridge Advisors
Pennsylvania
$2.76M
CCP
805
Cunning Capital Partners
North Carolina
$2.76M
PTCG
806
Pring Turner Capital Group
California
$2.75M
FIA
807
Foundations Investment Advisors
Arizona
$2.74M
SS
808
SBI Securities
Japan
$2.74M
CCM
809
CAAS Capital Management
New York
$2.72M
HCP
810
Holt Capital Partners
Texas
$2.71M
YC
811
Yarbrough Capital
Tennessee
$2.69M
LCM
812
Legato Capital Management
California
$2.69M
AGC
813
Aspen Grove Capital
Colorado
$2.67M
TW
814
Transform Wealth
Colorado
$2.66M
MFIM
815
Mesirow Financial Investment Management
Illinois
$2.66M
CF
816
Centaurus Financial
California
$2.66M
BEI
817
Benjamin Edwards Inc
Missouri
$2.66M
EWM
818
Evercore Wealth Management
New York
$2.64M
AMM
819
American Money Management
California
$2.64M
FCBT
820
First Citizens Bank & Trust
North Carolina
$2.63M
CAAS
821
Capital Asset Advisory Services
Michigan
$2.63M
FDP
822
Financiere des Professionnels
Quebec, Canada
$2.63M
BTI
823
Blue Trust Inc
Georgia
$2.61M
NB
824
NBT Bank
New York
$2.59M
AF
825
Ally Financial
Michigan
$2.58M