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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
CIAS
1151
Capital Investment Advisory Services
North Carolina
$1.31M
KCM
1152
Kathmere Capital Management
Pennsylvania
$1.3M
CCIA
1153
Campbell & Co Investment Adviser
Maryland
$1.3M
ACM
1154
Aster Capital Management
United Arab Emirates
$1.29M
GM
1155
GeoWealth Management
Illinois
$1.29M
AW
1156
Alteri Wealth
California
$1.28M
LD
1157
Lipe & Dalton
New York
$1.28M
CT
1158
Chicago Trust
Illinois
$1.28M
GFP
1159
Gryphon Financial Partners
Ohio
$1.28M
SAG
1160
SageView Advisory Group
California
$1.27M
BBA
1161
BLB&B Advisors
Pennsylvania
$1.27M
BGC
1162
Beutel, Goodman & Co
Ontario, Canada
$1.26M
LI
1163
LMCG Investments
Massachusetts
$1.26M
CW
1164
CreativeOne Wealth
Kansas
$1.26M
BFM
1165
Boothbay Fund Management
New York
$1.26M
LF
1166
Lantz Financial
Illinois
$1.25M
CA
1167
Continuum Advisory
Idaho
$1.25M
ACM
1168
Aljian Capital Management
Nevada
$1.25M
SMF
1169
Scott Marsh Financial
Utah
$1.25M
DWA
1170
Douglass Winthrop Advisors
New York
$1.23M
LIM
1171
Longfellow Investment Management
Massachusetts
$1.23M
TNB
1172
Thomasville National Bank
Georgia
$1.23M
QP
1173
Quilter Plc
United Kingdom
$1.23M
SC
1174
Sawyer & Company
Massachusetts
$1.23M
SIM
1175
Sterling Investment Management
Arizona
$1.23M