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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
WBWA
1076
William B. Walkup & Associates
South Carolina
$1.49M
TCOT
1077
Trust Company of Toledo
Ohio
$1.48M
RPCONE
1078
Retirement Planning Company of New England
Rhode Island
$1.48M
AC
1079
Annandale Capital
Texas
$1.48M
MSR
1080
Main Street Research
Connecticut
$1.47M
MCM
1081
MV Capital Management
Maryland
$1.47M
EFS
1082
Essex Financial Services
Connecticut
$1.47M
CGPCS
1083
Capital Group Private Client Services
California
$1.47M
EM
1084
Excalibur Management
Massachusetts
$1.46M
AWP
1085
Accretive Wealth Partners
New Jersey
$1.46M
CNBT
1086
Canandaigua National Bank & Trust
New York
$1.46M
EA
1087
Eclectic Associates
California
$1.45M
SL
1088
Sentry LLC
Tennessee
$1.45M
1IA
1089
1834 Investment Advisors
Wisconsin
$1.44M
EWA
1090
Exencial Wealth Advisors
Oklahoma
$1.44M
BOC
1091
Barbara Oil Co
Illinois
$1.44M
FNT
1092
First National Trust
Pennsylvania
$1.43M
VBFP
1093
Valtinson Bruner Financial Planning
Minnesota
$1.43M
RAG
1094
RIA Advisory Group
Iowa
$1.43M
KP
1095
Keel Point
Alabama
$1.43M
KFSC
1096
Keystone Financial Services (Colorado)
Colorado
$1.43M
MFIM
1097
Mesirow Financial Investment Management
Illinois
$1.43M
JCM
1098
Jacobi Capital Management
Pennsylvania
$1.42M
DWM
1099
Dakota Wealth Management
Florida
$1.42M
WBG
1100
Wharton Business Group
Pennsylvania
$1.42M