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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
BFS
626
Bradley Foster & Sargent
Connecticut
$5.33M
MAS
627
Meeder Advisory Services
Ohio
$5.27M
PFP
628
Pinnacle Financial Partners
Tennessee
$5.25M
DWP
629
Daymark Wealth Partners
Ohio
$5.22M
Bessemer Group
630
Bessemer Group
New Jersey
$5.21M
FTWA
631
Fifth Third Wealth Advisors
Ohio
$5.21M
RVM
632
Robinson Value Management
Texas
$5.16M
MA
633
Montag & Associates
Georgia
$5.13M
OC
634
Oppenheimer & Co
New York
$5.13M
CCM
635
Cinctive Capital Management
New York
$5.12M
CCM
636
Coldstream Capital Management
Washington
$5.1M
CAG
637
Crestwood Advisors Group
Massachusetts
$5.09M
WC
638
Waterloo Capital
Texas
$5.08M
FNA
639
First National Advisers
Nebraska
$5.07M
S
640
SignatureFD
Georgia
$5.06M
SCM
641
Stevens Capital Management
Pennsylvania
$5M
OFS
642
Oldfather Financial Services
Nebraska
$4.95M
BW
643
Balance Wealth
Ohio
$4.93M
BP
644
BWM Planning
Texas
$4.89M
DW30
645
Drucker Wealth 3.0
New Jersey
$4.86M
CF
646
Centaurus Financial
California
$4.86M
CFB
647
Cullen/Frost Bankers
Texas
$4.85M
QIM
648
Quantitative Investment Management
Virginia
$4.82M
GP
649
Guardian Partners
Canada
$4.81M
CP
650
Clayton Partners
California
$4.81M