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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
HFM
1001
Hartford Funds Management
Pennsylvania
$1.83M
MG
1002
Mather Group
Illinois
$1.83M
RPC
1003
Rossmore Private Capital
Connecticut
$1.82M
OCM
1004
One Capital Management
California
$1.82M
GCM
1005
Glaxis Capital Management
Florida
$1.82M
CWA
1006
Crux Wealth Advisors
California
$1.82M
HIC
1007
Holderness Investments Company
North Carolina
$1.82M
AL
1008
Aspiriant LLC
California
$1.81M
SIA
1009
SeaBridge Investment Advisors
New Jersey
$1.81M
APM
1010
Advanced Portfolio Management
New York
$1.81M
HSA
1011
HBK Sorce Advisory
Pennsylvania
$1.81M
SCTC
1012
Sanibel Captiva Trust Company
Florida
$1.8M
WG
1013
Welch Group
Alabama
$1.8M
AWA
1014
Aaron Wealth Advisors
Illinois
$1.8M
BHBT
1015
Burke & Herbert Bank & Trust
Virginia
$1.79M
CCM
1016
Collar Capital Management
Wisconsin
$1.77M
WBC
1017
Westpac Banking Corp
Australia
$1.77M
DWM
1018
Dynasty Wealth Management
Florida
$1.76M
GC
1019
Gilbert & Cook
Iowa
$1.75M
MWM
1020
Modera Wealth Management
New Jersey
$1.75M
DTC
1021
Davidson Trust Company
Washington
$1.75M
GIM
1022
Generali Investments Management
Slovenia
$1.74M
PK
1023
Pflug Koory
Nebraska
$1.74M
GWM
1024
Gibbs Wealth Management
Georgia
$1.73M
LI
1025
Louisbourg Investments
New Brunswick, Canada
$1.73M