WFC icon

Wells Fargo

2,595 hedge funds and large institutions have $199B invested in Wells Fargo in 2025 Q2 according to their latest regulatory filings, with 231 funds opening new positions, 1,062 increasing their positions, 937 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 2,5212,595 (+74)

0.72% more ownership

Funds ownership: 75.52%76.24% (+0.72%)

14% less call options, than puts

Call options by funds: $4.61B | Put options by funds: $5.33B

Holders
2,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.61B
Puts
$5.33B
Net Calls
Net Calls Change

Top Sellers

1 -$631M
2 -$551M
3 -$486M
4
BlackRock
BlackRock
New York
-$481M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$475M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
2476
JDM Financial Group
Texas
$37.3K
RWM
2477
Rialto Wealth Management
New York
$36.6K
HFS
2478
Hughes Financial Services
Virginia
$36.5K
PAM
2479
Parvin Asset Management
South Dakota
$36.1K
1M
2480
1248 Management
Missouri
$34.9K
BAM
2481
Bellevue Asset Management
Washington
$34.7K
NWM
2482
Nova Wealth Management
Florida
$34.3K
SIS
2483
Strategic Investment Solutions
Illinois
$34.1K
DF
2484
Dunhill Financial
United Kingdom
$33.8K
ACM
2485
Accent Capital Management
Ohio
$32.4K
KPP
2486
Kings Path Partners
Texas
$32K
CAM
2487
Costello Asset Management
Pennsylvania
$31.9K
CFS
2488
CGC Financial Services
Oregon
$31.7K
KG
2489
Kilter Group
New York
$31K
MWM
2490
Mascoma Wealth Management
New Hampshire
$30.4K
T
2491
Tidemark
California
$28.6K
CIAS
2492
CBIZ Investment Advisory Services
Ohio
$28.2K
MIM
2493
Meridiem Investment Management
United Kingdom
$28K
EPIMS
2494
Evelyn Partners Investment Management Services
$27.3K
EPIM
2495
Evelyn Partners Investment Management
$27.2K
RTL
2496
Red Tortoise LLC
Georgia
$26.9K
MSG
2497
Main Street Group
Virginia
$25.6K
RS
2498
Rakuten Securities
Japan
$25.5K
AIM
2499
Access Investment Management
Georgia
$25.3K
NOI
2500
Newton One Investments
Delaware
$24.7K