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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
CWM
2526
Consultiva Wealth Management
Puerto Rico
$16.6K
ICCON
2527
Investment Counsel Company of Nevada
Nevada
$16K
MAFA
2528
MJT & Associates Financial Advisory
Minnesota
$15.9K
TIM
2529
Total Investment Management
Arizona
$15.8K
TFA
2530
Toth Financial Advisory
Virginia
$15.5K
AFG
2531
Albion Financial Group
Utah
$15.3K
BCM
2532
Boreal Capital Management
Florida
$15.2K
ACM
2533
Anfield Capital Management
California
$15.1K
PS
2534
Pinney & Scofield
Massachusetts
$14.5K
PP
2535
PrairieView Partners
Minnesota
$14K
MAWAG
2536
Mid-American Wealth Advisory Group
Missouri
$13.8K
PWA
2537
Principia Wealth Advisory
Texas
$13.5K
WCM
2538
WealthTrak Capital Management
Virginia
$12.8K
WWM
2539
Wolff Wiese Magana
California
$12.8K
OLVIG
2540
Oliver Lagore Vanvalin Investment Group
Michigan
$12.6K
TCA
2541
Trifecta Capital Advisors
Illinois
$12.2K
SC
2542
Swan Capital
Florida
$12K
AEPWM
2543
Atlantic Edge Private Wealth Management
Florida
$12K
GTAM
2544
Global Trust Asset Management
Florida
$11.9K
M
2545
MOTCO
Texas
$11.7K
RAM
2546
Riggs Asset Management
Pennsylvania
$11.5K
ACA
2547
Atlas Capital Advisors
Wyoming
$10.9K
SC
2548
Solstein Capital
California
$10.9K
AP
2549
Aspect Partners
Virginia
$10.8K
HFS
2550
Horizon Financial Services
North Carolina
$10.7K