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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
CHAM
726
Clear Harbor Asset Management
Connecticut
$3.77M
SJL
727
Shayne & Jacobs LLC
Tennessee
$3.76M
QT
728
Quantbot Technologies
New York
$3.74M
SAM
729
Shell Asset Management
Netherlands
$3.74M
TPI
730
Trust Point Inc
Wisconsin
$3.74M
JIC
731
Joel Isaacson & Co
New York
$3.74M
FPAS
732
Focus Partners Advisor Solutions
Missouri
$3.73M
UHC
733
Union Heritage Capital
Michigan
$3.68M
LOAMS
734
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.67M
HCM
735
Hilton Capital Management
New York
$3.66M
EH
736
Equitable Holdings
New York
$3.65M
AWM
737
Angeles Wealth Management
California
$3.65M
WF
738
Welch & Forbes
Massachusetts
$3.65M
MGIA
739
Moneta Group Investment Advisors
Missouri
$3.65M
GCP
740
GSA Capital Partners
United Kingdom
$3.64M
FMI
741
F/M Investments
District of Columbia
$3.63M
KCIC
742
Kuhn & Co Investment Counsel
Illinois
$3.6M
SCI
743
S&CO Inc
Massachusetts
$3.56M
RSWM
744
Robertson Stephens Wealth Management
California
$3.55M
VNIM
745
Vaughan Nelson Investment Management
Texas
$3.55M
VFA
746
Voya Financial Advisors
Connecticut
$3.55M
DLCIG
747
D.L. Carlson Investment Group
New Hampshire
$3.53M
BCM
748
Brookstone Capital Management
Illinois
$3.53M
ACI
749
Alpha Cubed Investments
California
$3.53M
FIA
750
Foundations Investment Advisors
Arizona
$3.51M