Wells Fargo

WFC

Market cap $274B

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: 87 → 82 (-5)

Holders

2,523

Holders Change

Holders Change %

% of All Funds

Holding in Top 10

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 New York	+$409M
5	Morgan Stanley New York	+$378M

Top Sellers

1		-$1.17B
2		-$921M
3		-$392M
4	Arrowstreet Capital Boston, Massachusetts	-$347M
5	Millennium Management New York	-$311M

#	Name	Holding
876	DAS 876 Dynamic Advisor Solutions Phoenix, Arizona	$2.25M
877	SCM 877 Schnieders Capital Management Pasadena, California	$2.24M
878	SIA 878 SeaBridge Investment Advisors Summit, New Jersey	$2.24M
879	APC 879 Aspire Private Capital Cornelius, North Carolina	$2.23M
880	GLR 880 Great Lakes Retirement Sandusky, Ohio	$2.22M
881	SSW 881 Smith Shellnut Wilson Ridgeland, Mississippi	$2.22M
882	AIC 882 Argus Investors Counsel New York	$2.22M
883	AFW 883 Avantra Family Wealth Mechanicsburg, Pennsylvania	$2.2M
884	GIP 884 Granite Investment Partners El Segundo, California	$2.2M
885	FCP 885 Fidelis Capital Partners Tampa, Florida	$2.19M
886	TWM 886 Tradition Wealth Management Edina, Minnesota	$2.18M
887	WGAM 887 Wilkinson Global Asset Management New York	$2.18M
888	TC 888 Truvestments Capital Sarasota, Florida	$2.18M
889	SSI 889 Scott & Selber Inc Houston, Texas	$2.17M
890	JIC 890 Johnson Investment Counsel Cincinnati, Ohio	$2.17M
891	MGWM 891 Marks Group Wealth Management Minnetonka, Minnesota	$2.17M
892	BBP 892 Banco BTG Pactual Rio De Janeiro, Brazil	$2.15M
893	MIM 893 Marco Investment Management Atlanta, Georgia	$2.15M
894	MGIA 894 Moneta Group Investment Advisors St Louis, Missouri	$2.14M
895	NAS 895 Nicolet Advisory Services Green Bay, Wisconsin	$2.14M
896	NEWAS 896 N.E.W. Advisory Services De Pere, Wisconsin	$2.14M
897	BAAM 897 Baker Avenue Asset Management San Francisco, California	$2.14M
898	CAM 898 Carret Asset Management New York	$2.13M
899	SWM 899 Shelton Wealth Management Fort Worth, Texas	$2.13M
900	APF 900 Alaska Permanent Fund Juneau, Alaska	$2.13M

Wells Fargo WFC Market cap $274B