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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
WA
2576
WestEnd Advisors
North Carolina
$5.77K
CF
2577
Conquis Financial
California
$5.77K
CIM
2578
Contravisory Investment Management
Massachusetts
$5.69K
MPW
2579
MASECO Private Wealth
$5.43K
GWSA
2580
Global Wealth Strategies & Associates
Colorado
$5.29K
RI
2581
Ridgewood Investments
New Jersey
$4.97K
WOC
2582
West Oak Capital
California
$4.94K
EWP
2583
Elevation Wealth Partners
California
$4.81K
PS
2584
PayPay Securities
Japan
$4.81K
MAM
2585
Marquette Asset Management
Minnesota
$4.65K
OW
2586
Olistico Wealth
Oklahoma
$4.41K
EPW
2587
Evergreen Private Wealth
Colorado
$4.41K
DAL
2588
Delta Accumulation LLC
California
$4.12K
DI
2589
DAGCO Inc
Ohio
$4.01K
HIA
2590
HFM Investment Advisors
New Jersey
$3.6K
MSFP
2591
Mark Sheptoff Financial Planning
Connecticut
$3.52K
KHC
2592
Koesten Hirschmann & Crabtree
Kansas
$3.44K
CAWM
2593
Capital A Wealth Management
Pennsylvania
$2.95K
LWMI
2594
Legacy Wealth Management (Idaho)
Idaho
$2.88K
LIS
2595
Legacy Investment Solutions
Idaho
$2.88K
FF
2596
Friedenthal Financial
New Jersey
$2.63K
PWM
2597
Puff Wealth Management
New Jersey
$2.5K
NRWA
2598
North Ridge Wealth Advisors
Oregon
$2.4K
DF
2599
DecisionPoint Financial
Arizona
$2.2K
BFS
2600
Bare Financial Services
Pennsylvania
$2.16K