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
SAM
951
Silvercrest Asset Management
New York
$2.06M
HCM
952
Howard Capital Management
Georgia
$2.06M
SC
953
Syon Capital
California
$2.06M
DWM
954
Drive Wealth Management
Utah
$2.04M
DAS
955
Diversify Advisory Services
Utah
$2.04M
RWP
956
RWA Wealth Partners
Massachusetts
$2.04M
TFA
957
Trinity Financial Advisors
Ohio
$2.03M
RMC
958
Resources Management Corp
Connecticut
$2.03M
CWM
959
Chemistry Wealth Management
New York
$2.01M
SPG
960
Strategic Planning Group
Utah
$2M
CCMT
961
CMT Capital Markets Trading
Germany
$2M
NHC
962
Nicholas Hoffman & Company
Georgia
$2M
PPWP
963
Premier Path Wealth Partners
New Jersey
$2M
JWM
964
Jeppson Wealth Management
California
$2M
WBC
965
West Branch Capital
Massachusetts
$1.99M
PB
966
Pinnacle Bancorp
Nebraska
$1.99M
BDLIB
967
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.99M
JSW
968
Journey Strategic Wealth
New Jersey
$1.98M
CIC
969
Carnegie Investment Counsel
Ohio
$1.98M
LWANC
970
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.97M
SIA
971
Soltis Investment Advisors
Utah
$1.97M
SAM
972
Smartleaf Asset Management
Massachusetts
$1.96M
CCG
973
Ceeto Capital Group
Florida
$1.96M
LAM
974
LOM Asset Management
$1.96M
NS
975
NBC Securities
Alabama
$1.96M