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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
SAM
926
Smartleaf Asset Management
Massachusetts
$1.99M
MAM
927
Marotta Asset Management
Virginia
$1.99M
PAM
928
Peak Asset Management
Colorado
$1.99M
LKIM
929
Lawson Kroeker Investment Management
Nebraska
$1.99M
HCMT
930
Highland Capital Management (Tennessee)
Tennessee
$1.98M
NCM
931
Northside Capital Management
Oregon
$1.98M
EHC
932
Everett Harris & Co
California
$1.98M
DWA
933
Dorsey Wright & Associates
California
$1.98M
ICM
934
Islay Capital Management
Texas
$1.97M
GAG
935
GM Advisory Group
New York
$1.96M
VF
936
Vest Financial
Virginia
$1.96M
PP
937
Pacifica Partners
Canada
$1.95M
SAM
938
Selway Asset Management
$1.95M
CI
939
Conning Inc
Connecticut
$1.93M
SWP
940
Sagespring Wealth Partners
Tennessee
$1.93M
OCBCO
941
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.93M
WTC
942
WhitTier Trust Company
Nevada
$1.92M
WKWM
943
Walter & Keenan Wealth Management
Indiana
$1.91M
SCA
944
Snowden Capital Advisors
New York
$1.91M
CIEC
945
Crédit Industriel et Commercial
France
$1.91M
BMM
946
Buffington Mohr McNeal
Idaho
$1.91M
BIG
947
Brooklyn Investment Group
New York
$1.9M
PTC
948
Private Trust Company
Ohio
$1.89M
ST
949
Sabal Trust
Florida
$1.87M
RMC
950
Resources Management Corp
Connecticut
$1.87M