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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
VVP
851
Venture Visionary Partners
Ohio
$2.71M
GIA
852
GHP Investment Advisors
Colorado
$2.68M
MGWM
853
Marks Group Wealth Management
Minnesota
$2.68M
GAG
854
GM Advisory Group
New York
$2.68M
LAM
855
Lummis Asset Management
Texas
$2.67M
BSI
856
Bennett Selby Investments
Maine
$2.66M
NAS
857
Nicolet Advisory Services
Wisconsin
$2.65M
TPW
858
Talon Private Wealth
Florida
$2.65M
OTL
859
Oak Thistle LLC
New York
$2.64M
APC
860
Aspire Private Capital
North Carolina
$2.62M
ACA
861
Aptus Capital Advisors
Alabama
$2.62M
SIP
862
Stoneridge Investment Partners
Pennsylvania
$2.62M
OWA
863
One Wealth Advisors
California
$2.62M
AG
864
Advocate Group
Minnesota
$2.6M
NCM
865
Northside Capital Management
Oregon
$2.59M
MWM
866
Massachusetts Wealth Management
Massachusetts
$2.59M
AG
867
Ascent Group
Virginia
$2.59M
BIG
868
Brooklyn Investment Group
New York
$2.58M
SACTSONJ
869
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.58M
MAWCM
870
Mine & Arao Wealth Creation & Management
California
$2.58M
SWP
871
Sagespring Wealth Partners
Tennessee
$2.58M
CI
872
Cigna Investments
Connecticut
$2.57M
AFW
873
Avantra Family Wealth
Pennsylvania
$2.57M
AA
874
AF Advisors
California
$2.57M
BRWA
875
B. Riley Wealth Advisors
Florida
$2.56M