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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
ZIC
851
ZWJ Investment Counsel
Georgia
$2.37M
GIA
852
GHP Investment Advisors
Colorado
$2.36M
GSEP
853
Golden State Equity Partners
California
$2.36M
BSI
854
Bennett Selby Investments
Maine
$2.35M
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.35M
RF
856
Roxbury Financial
New Jersey
$2.35M
SAM
857
Shell Asset Management
Netherlands
$2.34M
SCM
858
Silvant Capital Management
Georgia
$2.33M
SCM
859
Stevens Capital Management
Pennsylvania
$2.32M
SACTSONJ
860
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.31M
AWA
861
Arete Wealth Advisors
Illinois
$2.31M
CPC
862
Congress Park Capital
New York
$2.31M
MAWCM
863
Mine & Arao Wealth Creation & Management
California
$2.31M
MWM
864
Massachusetts Wealth Management
Massachusetts
$2.31M
CMTU
865
Capital Markets Trading (UK)
United Kingdom
$2.3M
AA
866
AF Advisors
California
$2.3M
GC
867
Grimes & Company
Massachusetts
$2.3M
YIA
868
YHB Investment Advisors
Connecticut
$2.3M
RFM
869
Royal Fund Management
Florida
$2.29M
AAM
870
Auxier Asset Management
Oregon
$2.28M
MOS
871
MGO One Seven
Ohio
$2.27M
WP
872
Westmount Partners
California
$2.27M
ACA
873
Aptus Capital Advisors
Alabama
$2.27M
PWAM
874
Private Wealth Asset Management
Iowa
$2.26M
ACL
875
Applied Capital LLC
Florida
$2.26M