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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
FFA
1226
Florida Financial Advisors
Florida
$1.13M
I
1227
InceptionR
California
$1.13M
TCM
1228
Telos Capital Management
California
$1.13M
CWP
1229
Cyndeo Wealth Partners
Florida
$1.13M
CBA
1230
Coastal Bridge Advisors
Connecticut
$1.13M
SC
1231
Scratch Capital
Idaho
$1.13M
SAM
1232
Sompo Asset Management
Japan
$1.13M
AGWCA
1233
Annis Gardner Whiting Capital Advisors
Florida
$1.13M
PCFFS
1234
Pacific Center for Financial Services
California
$1.12M
CSC
1235
Cove Street Capital
California
$1.12M
MSFS
1236
Main Street Financial Solutions
Pennsylvania
$1.12M
RWP
1237
Ridgecrest Wealth Partners
California
$1.12M
I
1238
INVST
Indiana
$1.12M
CWP
1239
Concord Wealth Partners
Virginia
$1.12M
CAMV
1240
Concord Asset Management (Virginia)
Virginia
$1.12M
GI
1241
Gradient Investments
Minnesota
$1.12M
PAMG
1242
Patton Albertson Miller Group
Tennessee
$1.11M
PDL
1243
Portfolio Design Labs
California
$1.11M
MPAM
1244
Murphy Pohlad Asset Management
Minnesota
$1.11M
YIH
1245
Y-Intercept (HK)
Hong Kong
$1.11M
QC
1246
Quent Capital
New York
$1.11M
HWP
1247
Highline Wealth Partners
California
$1.1M
CLA
1248
Carnegie Lake Advisors
New Jersey
$1.1M
FMWA
1249
Forvis Mazars Wealth Advisors
Missouri
$1.1M
CIA
1250
Cladis Investment Advisory
Montana
$1.1M