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Wells Fargo

2,607 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, 1,068 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: 2,5302,607 (+77)

0.67% more ownership

Funds ownership: 75.62%76.29% (+0.67%)

14% less call options, than puts

Call options by funds: $4.61B | Put options by funds: $5.33B

Holders
2,607
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
RWM
1126
Revisor Wealth Management
Ohio
$1.36M
GVAG
1127
Great Valley Advisor Group
Delaware
$1.36M
AA
1128
Ancora Advisors
Ohio
$1.35M
NB
1129
Nicolet Bankshares
Wisconsin
$1.35M
FMTC
1130
Farmers & Merchants Trust Company
California
$1.35M
BB
1131
Busey Bank
Illinois
$1.35M
HNB
1132
Hilltop National Bank
Wyoming
$1.35M
FA
1133
Fiduciary Alliance
South Carolina
$1.34M
WFI
1134
West Family Investments
California
$1.34M
SSC
1135
Syverson Strege & Co
Iowa
$1.34M
GL
1136
Graypoint LLC
New York
$1.34M
KC
1137
Knuff & Co
California
$1.34M
AF
1138
Advisornet Financial
Minnesota
$1.33M
FCCM
1139
First City Capital Management
Georgia
$1.33M
CNBOF
1140
City National Bank of Florida
Florida
$1.33M
PAM
1141
Palisade Asset Management
Minnesota
$1.33M
CGL
1142
Clarius Group LLC
Washington
$1.33M
MT
1143
Midwest Trust
Kansas
$1.33M
BAG
1144
Bridgewealth Advisory Group
California
$1.33M
PWA
1145
Providence Wealth Advisors
Illinois
$1.32M
IC
1146
Iconiq Capital
California
$1.32M
LGA
1147
Lebenthal Global Advisors
New York
$1.32M
PMA
1148
Prudent Man Advisors
Illinois
$1.31M
IA
1149
Integrity Alliance
Iowa
$1.31M
CWS
1150
Cypress Wealth Services
California
$1.31M