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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
DACS
2651
Dymon Asia Capital (Singapore)
Singapore
GCA
2652
Gallagher Capital Advisors
Texas
BI
2653
Ballast Inc
Kentucky
SRA
2654
Secured Retirement Advisors
Minnesota
BA
2655
Bristlecone Advisors
Washington
EWA
2656
ERTS Wealth Advisors
Michigan
CP
2657
CenterBook Partners
Connecticut
BAM
2658
Blueshift Asset Management
New Jersey
FAIM
2659
Financial Advocates Investment Management
Washington
EFL
2660
ERn Financial LLC
Wisconsin
CCB
2661
Cutter & Co Brokerage
Missouri
QFW
2662
QTR Family Wealth
Florida
ARC
2663
Advisor Resource Council
Texas
JSSH
2664
J. Safra Sarasin Holding
CC
2665
Centiva Capital
New York
CM
2666
Capula Management
Cayman Islands
SFC
2667
Strategic Financial Concepts
Texas
BWMG
2668
Barnes Wealth Management Group
California
DCM
2669
Donaldson Capital Management
Indiana
GWM
2670
Guardian Wealth Management
Illinois
DO
2671
denkapparat Operations
Germany
CCG
2672
Catalina Capital Group
California
WG
2673
Wealth Group
North Carolina
WAL
2674
W Advisors LLC
Tennessee
LSWP
2675
Liberty Square Wealth Partners
Pennsylvania