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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
EFG
1051
Everhart Financial Group
Ohio
$1.4M
WIS
1052
Wright Investors Service
Connecticut
$1.4M
NEI
1053
Northwest & Ethical Investments
Ontario, Canada
$1.39M
CT
1054
Caldwell Trust
Florida
$1.39M
MEAC
1055
M.E. Allison & Co
Texas
$1.39M
FDS
1056
First Dallas Securities
Texas
$1.38M
CA
1057
Continuum Advisory
Idaho
$1.38M
KIG
1058
Kennedy Investment Group
New Jersey
$1.38M
CC
1059
Chicago Capital
Illinois
$1.38M
LC
1060
Lindbrook Capital
California
$1.38M
FA
1061
Fiduciary Alliance
South Carolina
$1.37M
AIA
1062
Affinity Investment Advisors
California
$1.37M
GFM
1063
GF Fund Management
China
$1.36M
MWM
1064
Meridian Wealth Management
Kentucky
$1.36M
HH
1065
Hilltop Holdings
Texas
$1.36M
CC
1066
Courier Capital
New York
$1.36M
IA
1067
Integrity Alliance
Iowa
$1.36M
MSR
1068
Main Street Research
Connecticut
$1.36M
CGL
1069
Clarius Group LLC
Washington
$1.36M
LA
1070
LexAurum Advisors
Kansas
$1.35M
IAMOG
1071
Investors Asset Management of Georgia
Georgia
$1.35M
AAS
1072
Ameritas Advisory Services
Nebraska
$1.35M
WTB
1073
Washington Trust Bank
Washington
$1.35M
PMA
1074
Prudent Man Advisors
Illinois
$1.34M
WBWA
1075
William B. Walkup & Associates
South Carolina
$1.34M