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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
KIA
1201
Knollwood Investment Advisory
Maryland
$1.17M
QWP
1202
Quotient Wealth Partners
Texas
$1.17M
JWM
1203
Jupiter Wealth Management
Colorado
$1.17M
BCA
1204
Bay Colony Advisors
Massachusetts
$1.17M
SIC
1205
Salem Investment Counselors
North Carolina
$1.17M
OCBCO
1206
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.16M
BCM
1207
Becker Capital Management
Oregon
$1.16M
FFA
1208
Fragasso Financial Advisors
Pennsylvania
$1.15M
CIA
1209
Cascade Investment Advisors
Oregon
$1.15M
KWA
1210
Kingswood Wealth Advisors
California
$1.15M
SN
1211
Sittner & Nelson
Oregon
$1.15M
MPIA
1212
Mountain Pacific Investment Advisers
Idaho
$1.15M
NSAM
1213
North Star Asset Management
Wisconsin
$1.15M
HBT
1214
Hills Bank & Trust
Iowa
$1.15M
PCS
1215
Personal CFO Solutions
New Jersey
$1.14M
KCM
1216
Kanawha Capital Management
Virginia
$1.14M
FNBSF
1217
First National Bank Sioux Falls
South Dakota
$1.14M
AC
1218
AlphaCore Capital
California
$1.14M
CCM
1219
Cohen Capital Management
California
$1.13M
FRM
1220
Fox Run Management
Connecticut
$1.13M
SPA
1221
Sherbrooke Park Advisers
New York
$1.13M
VPP
1222
Vertex Planning Partners
Illinois
$1.13M
AWM
1223
Arista Wealth Management
Nevada
$1.13M
LF
1224
LifeSteps Financial
California
$1.13M
MMHP
1225
Murphy Middleton Hinkle & Parker
Georgia
$1.13M