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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
P
701
Pitcairn
Pennsylvania
$4.07M
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$4.06M
CIA
703
Cohen Investment Advisors
New Hampshire
$4.05M
4WM
704
44 Wealth Management
Oregon
$4.04M
SCM
705
SOL Capital Management
Maryland
$4.03M
BG
706
BDF Gestion
France
$4.01M
GLR
707
Great Lakes Retirement
Ohio
$4M
SCA
708
Stonebridge Capital Advisors
Minnesota
$3.99M
ICM
709
IMS Capital Management
Oregon
$3.97M
PBC
710
Pavion Blue Capital
California
$3.96M
FT
711
Fiduciary Trust
Massachusetts
$3.95M
MNBTD
712
Moody National Bank Trust Division
Texas
$3.94M
SIM
713
Stratos Investment Management
Ohio
$3.94M
BCM
714
Brookmont Capital Management
Texas
$3.94M
GIA
715
Gladstone Institutional Advisory
Florida
$3.9M
HAG
716
HF Advisory Group
Maryland
$3.9M
NL
717
NVWM LLC
Pennsylvania
$3.89M
CDDEC
718
Caisse Des Depots Et Consignations
France
$3.87M
LRWA
719
Long Run Wealth Advisors
New York
$3.85M
QI
720
Qtron Investments
Massachusetts
$3.82M
SIG
721
Stonegate Investment Group
Alabama
$3.81M
SG
722
Somerset Group
Minnesota
$3.81M
LWP
723
LMG Wealth Partners
Louisiana
$3.8M
TCA
724
Transcend Capital Advisors
New Jersey
$3.79M
CIP
725
Convergence Investment Partners
Florida
$3.78M