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Wells Fargo

2,593 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, 935 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: 2,5202,593 (+73)

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
2,593
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
BCM
2501
Berbice Capital Management
New York
$24K
CIAM
2502
Caitong International Asset Management
Hong Kong
$24K
AWM
2503
Activest Wealth Management
Florida
$23.5K
CMA
2504
Cedar Mountain Advisors
Oregon
$22.8K
BGWM
2505
Bridge Generations Wealth Management
Florida
$22.5K
CCM
2506
Copeland Capital Management
Pennsylvania
$20.7K
DWM
2507
Dogwood Wealth Management
Kansas
$20.2K
CMP
2508
Coston McIsaac & Partners
Maine
$20K
HB
2509
Horizon Bancorp
Indiana
$20K
FCG
2510
Financial Connections Group
California
$19K
KA
2511
Kozak & Associates
Colorado
$18.4K
HIW
2512
Holos Integrated Wealth
Pennsylvania
$18.1K
CWM
2513
Consultiva Wealth Management
Puerto Rico
$16.6K
ICCON
2514
Investment Counsel Company of Nevada
Nevada
$16K
MAFA
2515
MJT & Associates Financial Advisory
Minnesota
$15.9K
TIM
2516
Total Investment Management
Arizona
$15.8K
TFA
2517
Toth Financial Advisory
Virginia
$15.5K
AFG
2518
Albion Financial Group
Utah
$15.3K
BCM
2519
Boreal Capital Management
Florida
$15.2K
ACM
2520
Anfield Capital Management
California
$15.1K
PS
2521
Pinney & Scofield
Massachusetts
$14.5K
PP
2522
PrairieView Partners
Minnesota
$14K
MAWAG
2523
Mid-American Wealth Advisory Group
Missouri
$13.8K
PWA
2524
Principia Wealth Advisory
Texas
$13.5K
WCM
2525
WealthTrak Capital Management
Virginia
$12.8K