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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
MBFW
2551
Morton Brown Family Wealth
Pennsylvania
$8.01K
TLA
2552
Tanglewood Legacy Advisors
Texas
$8.01K
HFS
2553
Hopwood Financial Services
Virginia
$8.01K
TFM
2554
TFC Financial Management
Massachusetts
$7.45K
SC
2555
Stephens Consulting
Michigan
$7.45K
BFS
2556
Burkett Financial Services
South Carolina
$7.28K
KWM
2557
Kiker Wealth Management
Georgia
$7.19K
PWA
2558
Provenance Wealth Advisors
Florida
$7.13K
PWM
2559
Parkworth Wealth Management
California
$6.57K
STB
2560
S&T Bank
Pennsylvania
$6.25K
GJIA
2561
Glass Jacobson Investment Advisors
Maryland
$5.99K
CFFP
2562
Center for Financial Planning
Michigan
$5.93K
WA
2563
WestEnd Advisors
North Carolina
$5.77K
CF
2564
Conquis Financial
California
$5.77K
CIM
2565
Contravisory Investment Management
Massachusetts
$5.69K
MPW
2566
MASECO Private Wealth
$5.43K
GWSA
2567
Global Wealth Strategies & Associates
Colorado
$5.29K
RI
2568
Ridgewood Investments
New Jersey
$4.97K
WOC
2569
West Oak Capital
California
$4.94K
EWP
2570
Elevation Wealth Partners
California
$4.81K
PS
2571
PayPay Securities
Japan
$4.81K
MAM
2572
Marquette Asset Management
Minnesota
$4.65K
OW
2573
Olistico Wealth
Oklahoma
$4.41K
EPW
2574
Evergreen Private Wealth
Colorado
$4.41K
DAL
2575
Delta Accumulation LLC
California
$4.12K