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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
NSIM
1176
North Star Investment Management
Illinois
$1.22M
TFA
1177
Tranquilli Financial Advisor
New Jersey
$1.22M
Kayne Anderson Rudnick Investment Management
1178
Kayne Anderson Rudnick Investment Management
California
$1.22M
IVP
1179
Intrinsic Value Partners
Arizona
$1.22M
HCM
1180
Hutner Capital Management
Vermont
$1.21M
PL
1181
Plancorp LLC
Missouri
$1.21M
CRWM
1182
Castle Rock Wealth Management
California
$1.2M
TWP
1183
Tyche Wealth Partners
Texas
$1.2M
BF
1184
Brucke Financial
Indiana
$1.2M
CP
1185
Clarendon Private
Massachusetts
$1.2M
HWAM
1186
Hennion & Walsh Asset Management
New Jersey
$1.2M
BFG
1187
Berger Financial Group
Minnesota
$1.19M
HCP
1188
Hexagon Capital Partners
Arkansas
$1.19M
WA
1189
WP Advisors
California
$1.19M
RCM
1190
Raleigh Capital Management
North Carolina
$1.19M
LPAM
1191
Lodestar Private Asset Management
California
$1.19M
Financial Engines Advisors
1192
Financial Engines Advisors
California
$1.19M
LI
1193
Lafayette Investments
Maryland
$1.19M
MIM
1194
MTM Investment Management
South Carolina
$1.18M
SWM
1195
Sendero Wealth Management
Texas
$1.18M
PWP
1196
Principle Wealth Partners
Connecticut
$1.18M
CMTU
1197
Capital Markets Trading (UK)
United Kingdom
$1.18M
PWPS
1198
Pinnacle Wealth Planning Services
Ohio
$1.17M
CWM
1199
Cornerstone Wealth Management
Missouri
$1.17M
SC
1200
SouthState Corp
Florida
$1.17M