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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
XWM
901
Xcel Wealth Management
Florida
$2.39M
YIA
902
YHB Investment Advisors
Connecticut
$2.39M
CAS
903
Coppell Advisory Solutions
Texas
$2.39M
CSP
904
Cary Street Partners
Virginia
$2.39M
RF
905
Roxbury Financial
New Jersey
$2.38M
SWM
906
Shelton Wealth Management
Texas
$2.38M
LCM
907
Laurion Capital Management
New York
$2.38M
TWM
908
Tradition Wealth Management
Minnesota
$2.37M
EWM
909
Empirical Wealth Management
Washington
$2.37M
NRS
910
Neville Rodie & Shaw
New York
$2.37M
SVWAG
911
Sound View Wealth Advisors Group
Georgia
$2.37M
LKIM
912
Lawson Kroeker Investment Management
Nebraska
$2.36M
MPWT
913
MassMutual Private Wealth & Trust
Connecticut
$2.34M
CAM
914
Carret Asset Management
New York
$2.33M
AA
915
Argent Advisors
Louisiana
$2.32M
DWM
916
Diversify Wealth Management
Utah
$2.32M
PWAM
917
Private Wealth Asset Management
Iowa
$2.31M
USCWA
918
U.S. Capital Wealth Advisors
Texas
$2.31M
SIA
919
Sit Investment Associates
Minnesota
$2.3M
RIL
920
Rothschild Investment LLC
Illinois
$2.3M
RHAM
921
Round Hill Asset Management
California
$2.28M
FCBT
922
First Citizens Bank & Trust
North Carolina
$2.26M
MAM
923
Mystic Asset Management
Rhode Island
$2.26M
NEWAS
924
N.E.W. Advisory Services
Wisconsin
$2.26M
LCOV
925
London Company of Virginia
Virginia
$2.25M