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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
EA
1151
Eclectic Associates
California
$1.13M
MMHP
1152
Murphy Middleton Hinkle & Parker
Georgia
$1.13M
BIG
1153
Brookwood Investment Group
Arizona
$1.13M
FCI
1154
Financial Counselors Inc
Kansas
$1.13M
DG
1155
DMC Group
Alabama
$1.13M
LF
1156
Lantz Financial
Illinois
$1.12M
SAM
1157
Synergy Asset Management
Washington
$1.12M
DWA
1158
Douglass Winthrop Advisors
New York
$1.11M
CWM
1159
Cornerstone Wealth Management
Missouri
$1.11M
HCP
1160
Hexagon Capital Partners
Arkansas
$1.11M
LI
1161
Lafayette Investments
Maryland
$1.11M
LIM
1162
Longfellow Investment Management
Massachusetts
$1.1M
SIM
1163
Sterling Investment Management
Arizona
$1.1M
PL
1164
Plancorp LLC
Missouri
$1.1M
GFP
1165
Gryphon Financial Partners
Ohio
$1.1M
QP
1166
Quilter Plc
United Kingdom
$1.1M
SC
1167
Scratch Capital
Idaho
$1.1M
LGA
1168
Lebenthal Global Advisors
New York
$1.1M
IVP
1169
Intrinsic Value Partners
Arizona
$1.1M
NSIM
1170
North Star Investment Management
Illinois
$1.09M
HCM
1171
Hutner Capital Management
Vermont
$1.09M
HWAM
1172
Hennion & Walsh Asset Management
New Jersey
$1.08M
GIP
1173
Greatmark Investment Partners
Georgia
$1.08M
AF
1174
Advisornet Financial
Minnesota
$1.08M
CIAS
1175
Capital Investment Advisory Services
North Carolina
$1.08M