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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
DI
2576
DAGCO Inc
Ohio
$4.01K
HIA
2577
HFM Investment Advisors
New Jersey
$3.6K
MSFP
2578
Mark Sheptoff Financial Planning
Connecticut
$3.52K
KHC
2579
Koesten Hirschmann & Crabtree
Kansas
$3.44K
CAWM
2580
Capital A Wealth Management
Pennsylvania
$2.95K
LWMI
2581
Legacy Wealth Management (Idaho)
Idaho
$2.88K
LIS
2582
Legacy Investment Solutions
Idaho
$2.88K
FF
2583
Friedenthal Financial
New Jersey
$2.63K
PWM
2584
Puff Wealth Management
New Jersey
$2.5K
NRWA
2585
North Ridge Wealth Advisors
Oregon
$2.4K
DF
2586
DecisionPoint Financial
Arizona
$2.2K
BFS
2587
Bare Financial Services
Pennsylvania
$2.16K
DWA
2588
Delos Wealth Advisors
Texas
$2.08K
VWM
2589
Valley Wealth Managers
New Jersey
$2.08K
IAS
2590
IMA Advisory Services
Colorado
$1.92K
PA
2591
Pineridge Advisors
Missouri
$1.2K
CWM
2592
Copia Wealth Management
Oregon
$481
SVWA
2593
Sarver Vrooman Wealth Advisors
Missouri
$400
WCM
2594
Westend Capital Management
California
$183
FW
2595
Fairway Wealth
Ohio
$1
Holocene Advisors
2596
Holocene Advisors
New York
Point72 Asset Management
2597
Point72 Asset Management
Connecticut
IAIM
2598
International Assets Investment Management
Florida
CF
2599
Corebridge Financial
Texas
JCM
2600
Junto Capital Management
New York