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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
BCWM
1051
Bartlett & Co Wealth Management
Ohio
$1.61M
HA
1052
Harbor Advisors
Florida
$1.6M
LCM
1053
Leisure Capital Management
California
$1.6M
BCG
1054
Breakwater Capital Group
New Jersey
$1.6M
KIG
1055
Kennedy Investment Group
New Jersey
$1.59M
PI
1056
PFG Investments
New York
$1.58M
TAM
1057
Tealwood Asset Management
Minnesota
$1.56M
VA
1058
VestGen Advisors
Illinois
$1.56M
HH
1059
Hilltop Holdings
Texas
$1.56M
EFH
1060
Eaton Financial Holdings
Florida
$1.55M
NEI
1061
Northwest & Ethical Investments
Ontario, Canada
$1.55M
WTB
1062
Washington Trust Bank
Washington
$1.54M
CC
1063
Chicago Capital
Illinois
$1.54M
CT
1064
Caldwell Trust
Florida
$1.54M
FBT
1065
First Bank & Trust
South Dakota
$1.53M
WI
1066
WrapManager Inc
California
$1.52M
CC
1067
Courier Capital
New York
$1.52M
IAS
1068
Insigneo Advisory Services
Florida
$1.52M
PFO
1069
PMC FIG Opportunities
Israel
$1.51M
IAMOG
1070
Investors Asset Management of Georgia
Georgia
$1.51M
LA
1071
LexAurum Advisors
Kansas
$1.51M
IWM
1072
IHT Wealth Management
Illinois
$1.5M
MEAC
1073
M.E. Allison & Co
Texas
$1.5M
LCM
1074
Lazari Capital Management
California
$1.5M
FDS
1075
First Dallas Securities
Texas
$1.5M