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Wells Fargo

2,606 hedge funds and large institutions have $199B invested in Wells Fargo in 2025 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 1,067 increasing their positions, 943 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: 2,5292,606 (+77)

0.67% more ownership

Funds ownership: 75.53%76.2% (+0.67%)

14% less call options, than puts

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

Holders
2,606
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
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
MWM
2501
Mascoma Wealth Management
New Hampshire
$30.4K
T
2502
Tidemark
California
$28.6K
CIAS
2503
CBIZ Investment Advisory Services
Ohio
$28.2K
MIM
2504
Meridiem Investment Management
United Kingdom
$28K
EPIM
2505
Evelyn Partners Investment Management
$27.2K
RTL
2506
Red Tortoise LLC
Georgia
$26.9K
MSG
2507
Main Street Group
Virginia
$25.6K
RWA
2508
Redmont Wealth Advisors
Illinois
$25.6K
RS
2509
Rakuten Securities
Japan
$25.5K
AIM
2510
Access Investment Management
Georgia
$25.3K
NOI
2511
Newton One Investments
Delaware
$24.7K
RWS
2512
Retirement Wealth Solutions
Wisconsin
$24.2K
IMC
2513
Investment Management Corporation
Virginia
$24.2K
BCM
2514
Berbice Capital Management
New York
$24K
CIAM
2515
Caitong International Asset Management
Hong Kong
$24K
AWM
2516
Activest Wealth Management
Florida
$23.5K
CMA
2517
Cedar Mountain Advisors
Oregon
$22.8K
BGWM
2518
Bridge Generations Wealth Management
Florida
$22.5K
CCM
2519
Copeland Capital Management
Pennsylvania
$20.7K
DWM
2520
Dogwood Wealth Management
Kansas
$20.2K
HB
2521
Horizon Bancorp
Indiana
$20K
CMP
2522
Coston McIsaac & Partners
Maine
$20K
FCG
2523
Financial Connections Group
California
$19K
KA
2524
Kozak & Associates
Colorado
$18.4K
HIW
2525
Holos Integrated Wealth
Pennsylvania
$18.1K