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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
EB
1276
Eastern Bank
Massachusetts
$1.05M
SW
1277
SVB Wealth
Massachusetts
$1.05M
PFBT
1278
Parkside Financial Bank & Trust
Missouri
$1.05M
RCWM
1279
Royal Capital Wealth Management
Indiana
$1.05M
WA1
1280
Wimmer Associates 1
California
$1.05M
SWM
1281
Shakespeare Wealth Management
Wisconsin
$1.04M
CAG
1282
Csenge Advisory Group
Florida
$1.04M
SFG
1283
Sather Financial Group
Texas
$1.04M
MWM
1284
Modern Wealth Management
Kansas
$1.04M
MSWM
1285
McGlone Suttner Wealth Management
Wisconsin
$1.04M
XF
1286
XML Financial
Maryland
$1.04M
WWM
1287
Western Wealth Management
Colorado
$1.04M
AHL
1288
Abel Hall LLC
Louisiana
$1.04M
FFG
1289
Fiduciary Financial Group
California
$1.03M
MCM
1290
Manchester Capital Management
Vermont
$1.03M
Members Trust
1291
Members Trust
Florida
$1.03M
CIC
1292
Crawford Investment Counsel
Georgia
$1.03M
FLI
1293
Family Legacy Inc
South Carolina
$1.03M
WAP
1294
Wealthcare Advisory Partners
Pennsylvania
$1.03M
RIA
1295
Richwood Investment Advisors
Ohio
$1.03M
FPL
1296
Fortress Private Ledger
North Carolina
$1.02M
SWM
1297
SeaCrest Wealth Management
New York
$1.02M
PA
1298
Promethium Advisors
Maryland
$1.02M
PP
1299
PDS Planning
Ohio
$1.02M
RDFA
1300
Ritter Daniher Financial Advisory
Ohio
$1.02M