WFC icon

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
BFA
1251
Bragg Financial Advisors
North Carolina
$1.1M
NCM
1252
Neumann Capital Management
California
$1.09M
CPA
1253
Cardiff Park Advisors
California
$1.09M
CAMG
1254
CWA Asset Management Group
Florida
$1.09M
SAW
1255
Signal Advisors Wealth
Michigan
$1.09M
EAM
1256
Empirical Asset Management
Massachusetts
$1.09M
CIS
1257
Capital International Sarl
California
$1.08M
NFG
1258
Nations Financial Group
Iowa
$1.08M
AIM
1259
Anchor Investment Management
South Carolina
$1.08M
BTW
1260
Boston Trust Walden
Massachusetts
$1.08M
AIIMS
1261
Analyst IMS Investment Management Services
Israel
$1.08M
CCA
1262
Childress Capital Advisors
Texas
$1.08M
SWM
1263
Segment Wealth Management
Texas
$1.07M
BMA
1264
Brooks Moore & Associates
Tennessee
$1.07M
KLCM
1265
KG&L Capital Management
Louisiana
$1.07M
MAM
1266
Madison Asset Management
Wisconsin
$1.07M
PCA
1267
Providence Capital Advisors
North Carolina
$1.07M
ITFISA
1268
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.06M
CWM
1269
C2C Wealth Management
Arizona
$1.06M
WAM
1270
Weatherly Asset Management
California
$1.06M
1SB
1271
1ST Source Bank
Indiana
$1.06M
SXL
1272
Summit X LLC
Missouri
$1.06M
LCAM
1273
London & Capital Asset Management
United Kingdom
$1.06M
SWM
1274
Spire Wealth Management
Virginia
$1.06M
OWP
1275
Obermeyer Wealth Partners
Colorado
$1.05M