WFC icon

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
PFM
926
Potomac Fund Management
Florida
$2.25M
AWA
927
Arete Wealth Advisors
Illinois
$2.25M
BCI
928
Blue Capital Inc
Nebraska
$2.24M
PAM
929
Peak Asset Management
Colorado
$2.24M
M1FG
930
Mach-1 Financial Group
Arkansas
$2.23M
SICM
931
Sustainable Insight Capital Management
New York
$2.21M
ET
932
Equitable Trust
Tennessee
$2.21M
WIS
933
Wright Investors Service
Connecticut
$2.21M
ICM
934
Islay Capital Management
Texas
$2.19M
WKWM
935
Walter & Keenan Wealth Management
Indiana
$2.19M
PTC
936
Private Trust Company
Ohio
$2.19M
GA
937
Guerra Advisors
Florida
$2.15M
DT
938
Diversified Trust
Tennessee
$2.15M
DAS
939
Dynamic Advisor Solutions
Arizona
$2.14M
LFA
940
Legacy Financial Advisors
Kentucky
$2.14M
WTC
941
WhitTier Trust Company
Nevada
$2.14M
HCMT
942
Highland Capital Management (Tennessee)
Tennessee
$2.13M
AWA
943
Arkadios Wealth Advisors
Georgia
$2.12M
MYAM
944
Meiji Yasuda Asset Management
Japan
$2.1M
BFIM
945
Beese Fulmer Investment Management
Ohio
$2.09M
CI
946
Conning Inc
Connecticut
$2.09M
ACS
947
Archford Capital Strategies
Illinois
$2.08M
EHC
948
Everett Harris & Co
California
$2.08M
PBT
949
Pictet Bank & Trust
Bahamas
$2.08M
CA
950
CWC Advisors
Oregon
$2.07M