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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
MIA
1301
MeadowBrook Investment Advisors
Michigan
$1.02M
CA
1302
Carson Advisory
Georgia
$1.02M
GFA
1303
Gallagher Fiduciary Advisors
Illinois
$1.01M
CAC
1304
Core Alternative Capital
Georgia
$1.01M
DG
1305
DMC Group
Alabama
$1.01M
ISL
1306
Ingalls & Snyder LLC
New York
$1.01M
SIM
1307
Studio Investment Management
Illinois
$1.01M
Koshinski Asset Management
1308
Koshinski Asset Management
Illinois
$1.01M
PCM
1309
Pointe Capital Management
Michigan
$1M
GIP
1310
Greatmark Investment Partners
Georgia
$1M
TWM
1311
Thrive Wealth Management
Pennsylvania
$1M
PNC
1312
Park National Corp
Ohio
$1M
GS
1313
GTS Securities
New York
$999K
AW
1314
Avion Wealth
Texas
$994K
CFP
1315
Catalyst Financial Partners
Massachusetts
$991K
CIC
1316
Chilton Investment Company
Connecticut
$987K
EW
1317
Entruity Wealth
California
$986K
HCP
1318
Hardin Capital Partners
South Carolina
$985K
HIA
1319
Harbor Investment Advisory
Maryland
$984K
GG
1320
Greenwood Gearhart
Arkansas
$981K
NWM
1321
Northwest Wealth Management
Iowa
$979K
HIM
1322
Hanlon Investment Management
New Jersey
$976K
LFG
1323
Larson Financial Group
Missouri
$974K
KMWM
1324
Keudell/Morrison Wealth Management
Oregon
$973K
CIG
1325
Cullen Investment Group
Louisiana
$971K