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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
CCB
1026
Country Club Bank
Missouri
$1.72M
MCWS
1027
McKinley Carter Wealth Services
West Virginia
$1.72M
MC
1028
Martin & Co
Tennessee
$1.7M
SRC
1029
Sage Rhino Capital
California
$1.7M
LWM
1030
LJI Wealth Management
Indiana
$1.69M
GLLW
1031
Graves Light Lenhart Wealth
Virginia
$1.69M
EFG
1032
Everhart Financial Group
Ohio
$1.69M
PFA
1033
Pure Financial Advisors
California
$1.68M
RA
1034
Ransom Advisory
Rhode Island
$1.67M
MMPW
1035
Mitchell McLeod Pugh & Williams
Alabama
$1.66M
CIEC
1036
Crédit Industriel et Commercial
France
$1.66M
FFS
1037
Founders Financial Securities
Maryland
$1.65M
AA
1038
Armis Advisers
Georgia
$1.65M
CI
1039
CX Institutional
Indiana
$1.65M
SS
1040
Sunbelt Securities
Texas
$1.64M
TPWA
1041
TRUE Private Wealth Advisors
Oregon
$1.64M
SMA
1042
Sage Mountain Advisors
Georgia
$1.64M
PD
1043
Point72 (DIFC)
United Arab Emirates
$1.64M
LFAS
1044
Level Four Advisory Services
Texas
$1.63M
Walleye Trading
1045
Walleye Trading
New York
$1.63M
CIA
1046
Citadel Investment Advisory
Ohio
$1.63M
CTC
1047
Cetera Trust Company
Minnesota
$1.62M
LIA
1048
LS Investment Advisors
Michigan
$1.62M
FB
1049
Fulton Bank
Pennsylvania
$1.61M
FFBTD
1050
First Financial Bank - Trust Division
Ohio
$1.61M