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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
WJWM
576
Williams Jones Wealth Management
New York
$6.55M
VanEck Associates
577
VanEck Associates
New York
$6.46M
DAS
578
DMKC Advisory Services
Iowa
$6.45M
TC
579
TwinBeech Capital
New York
$6.44M
IAA
580
Independent Advisor Alliance
North Carolina
$6.43M
TCM
581
Twin Capital Management
Pennsylvania
$6.42M
SFA
582
Semmax Financial Advisors
North Carolina
$6.4M
LAM
583
L2 Asset Management
Massachusetts
$6.38M
NC
584
NBW Capital
Massachusetts
$6.36M
KWM
585
Kingsview Wealth Management
Oregon
$6.34M
KIG
586
Kessler Investment Group
Indiana
$6.33M
HAG
587
HighPoint Advisor Group
Illinois
$6.32M
RWM
588
Ritholtz Wealth Management
New York
$6.31M
AG
589
AIA Group
Hong Kong
$6.3M
AWM
590
Apollon Wealth Management
South Carolina
$6.3M
MSA
591
MUFG Securities Americas
New York
$6.25M
NSEDCP
592
NJ State Employees Deferred Compensation Plan
New Jersey
$6.17M
VT
593
Vise Technologies
New York
$6.16M
AIP
594
Ameritas Investment Partners
Nebraska
$6.16M
CSS
595
Cubist Systematic Strategies
Connecticut
$6.13M
TPCW
596
TD Private Client Wealth
New York
$6.08M
ESBC
597
E.S. Barr & Co
Kentucky
$6.08M
CANC
598
Culbertson A N & Co
Virginia
$6.02M
HWM
599
HighMark Wealth Management
Minnesota
$6M
WDC
600
Woodward Diversified Capital
California
$6M