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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
CIC
751
Cornercap Investment Counsel
Georgia
$3.5M
WWA
752
WCG Wealth Advisors
Nevada
$3.46M
SSWM
753
Smith Salley Wealth Management
North Carolina
$3.46M
CA
754
Cullinan Associates
Kentucky
$3.46M
PCIA
755
Prime Capital Investment Advisors
Kansas
$3.44M
HPC
756
HM Payson & Co
Maine
$3.44M
AC
757
Avestar Capital
New York
$3.44M
Connor, Clark & Lunn Investment Management (CC&L)
758
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.44M
BP
759
Ballentine Partners
Massachusetts
$3.43M
SP
760
SWS Partners
Ohio
$3.42M
FSA
761
Franklin Street Advisors
North Carolina
$3.41M
GI
762
GS Investments
Minnesota
$3.4M
I
763
InvesTrust
Oklahoma
$3.39M
CIA
764
Capital Investment Advisors
Georgia
$3.39M
BEI
765
Benjamin Edwards Inc
Missouri
$3.39M
TCPW
766
Twin City Private Wealth
North Carolina
$3.38M
WB
767
WesBanco Bank
West Virginia
$3.38M
NAAA
768
New Age Alpha Advisors
New York
$3.38M
PBK
769
Peoples Bank (Kansas)
Kansas
$3.38M
VAS
770
Vestmark Advisory Solutions
Massachusetts
$3.37M
TAMH
771
Taikang Asset Management (HK)
Hong Kong
$3.37M
ACM
772
Argyle Capital Management
Pennsylvania
$3.36M
WPC
773
White Pine Capital
Minnesota
$3.36M
BTI
774
Blue Trust Inc
Georgia
$3.35M
AI
775
Atom Investors
Texas
$3.33M