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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
Fuller & Thaler Asset Management
2551
Fuller & Thaler Asset Management
California
$10.6K
NRG
2552
Nemes Rush Group
Michigan
$10.6K
BIM
2553
Breakwater Investment Management
Washington
$10.4K
GWM
2554
Gitterman Wealth Management
New Jersey
$9.78K
IA
2555
IFS Advisors
Kansas
$9.45K
CWA
2556
Carolina Wealth Advisors
South Carolina
$9.05K
EWA
2557
EQ Wealth Advisors
Texas
$8.97K
MAS
2558
MPWM Advisory Solutions
Georgia
$8.71K
GFL
2559
Granite FO LLC
New Hampshire
$8.65K
DWM
2560
Darwin Wealth Management
Florida
$8.61K
LFA
2561
LGT Financial Advisors
Texas
$8.57K
DFA
2562
DHJJ Financial Advisors
Illinois
$8.41K
EAM
2563
Eukles Asset Management
Ohio
$8.09K
MBFW
2564
Morton Brown Family Wealth
Pennsylvania
$8.01K
TLA
2565
Tanglewood Legacy Advisors
Texas
$8.01K
HFS
2566
Hopwood Financial Services
Virginia
$8.01K
TFM
2567
TFC Financial Management
Massachusetts
$7.45K
SC
2568
Stephens Consulting
Michigan
$7.45K
BFS
2569
Burkett Financial Services
South Carolina
$7.28K
KWM
2570
Kiker Wealth Management
Georgia
$7.19K
PWA
2571
Provenance Wealth Advisors
Florida
$7.13K
PWM
2572
Parkworth Wealth Management
California
$6.57K
STB
2573
S&T Bank
Pennsylvania
$6.25K
GJIA
2574
Glass Jacobson Investment Advisors
Maryland
$5.99K
CFFP
2575
Center for Financial Planning
Michigan
$5.93K