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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
JSSH
2676
J. Safra Sarasin Holding
CC
2677
Centiva Capital
New York
CM
2678
Capula Management
Cayman Islands
SFC
2679
Strategic Financial Concepts
Texas
BWMG
2680
Barnes Wealth Management Group
California
DCM
2681
Donaldson Capital Management
Indiana
GWM
2682
Guardian Wealth Management
Illinois
DO
2683
denkapparat Operations
Germany
WG
2684
Wealth Group
North Carolina
CCG
2685
Catalina Capital Group
California
WAL
2686
W Advisors LLC
Tennessee
LSWP
2687
Liberty Square Wealth Partners
Pennsylvania
NJBEST
2688
New Jersey Better Educational Savings Trust
New Jersey
BPAMU
2689
BTG Pactual Asset Management US
New York
BFA
2690
Buttonwood Financial Advisors
Maryland
IWP
2691
Invenio Wealth Partners
Florida
PA
2692
PharVision Advisers
Florida
CWA
2693
CM Wealth Advisors
Ohio
GL
2694
GHE LLC
Tennessee
BL
2695
Balentine LLC
Georgia
IW
2696
Instrumental Wealth
Florida
FA
2697
FDx Advisors
Illinois
ZF
2698
Zhang Financial
Michigan
LMKC
2699
L.M. Kohn & Company
Ohio
MWM
2700
MGB Wealth Management
Texas