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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
RCM
601
RNC Capital Management
California
$5.98M
WANY
602
Wealthspire Advisors (New York)
New York
$5.97M
WCM
603
Weik Capital Management
Pennsylvania
$5.89M
SGA
604
Strategic Global Advisors
California
$5.84M
GRP
605
Global Retirement Partners
California
$5.83M
GT
606
Greenleaf Trust
Michigan
$5.81M
SF
607
Synovus Financial
Georgia
$5.81M
Envestnet Portfolio Solutions
608
Envestnet Portfolio Solutions
Illinois
$5.8M
FLPIM
609
F.L. Putnam Investment Management
Massachusetts
$5.78M
PIM
610
Plato Investment Management
Australia
$5.74M
RHIG
611
R.H. Investment Group
Arizona
$5.72M
OIA
612
OneDigital Investment Advisors
Kansas
$5.71M
RIM
613
Reliant Investment Management
Tennessee
$5.68M
FNFDCM
614
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.66M
BFS
615
Bard Financial Services
Connecticut
$5.65M
Luther King Capital Management (LKCM)
616
Luther King Capital Management (LKCM)
Texas
$5.62M
BCV
617
Banque Cantonale Vaudoise
Switzerland
$5.62M
BG
618
Bahl & Gaynor
Ohio
$5.57M
BS
619
Banco Santander
Spain
$5.55M
BJL
620
Brighton Jones LLC
Washington
$5.54M
RBA
621
Richard Bernstein Advisors
New York
$5.54M
AWM
622
Axxcess Wealth Management
California
$5.52M
WSFS
623
Wilmington Savings Fund Society
Delaware
$5.5M
SCM
624
SCS Capital Management
Massachusetts
$5.48M
PFGIA
625
Patriot Financial Group Insurance Agency
Massachusetts
$5.36M