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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
RCA
1326
Resonant Capital Advisors
Wisconsin
$968K
WP
1327
Wealthspan Partners
Iowa
$964K
PA
1328
PFG Advisors
Arizona
$963K
TCOV
1329
Trust Company of Vermont
Vermont
$959K
NIM
1330
Northeast Investment Management
Massachusetts
$955K
FTC
1331
Farmers Trust Company
Ohio
$947K
HT
1332
HAP Trading
New York
$947K
IDA
1333
Intelligence Driven Advisers
California
$946K
WBCM
1334
Wilson & Boucher Capital Management
California
$945K
WIM
1335
Wittenberg Investment Management
Massachusetts
$944K
PFSC
1336
Peoples Financial Services Corp
Pennsylvania
$941K
PWMAG
1337
Pinnacle Wealth Management Advisory Group
New Jersey
$938K
RCM
1338
RB Capital Management
Nevada
$937K
MIM
1339
Morningstar Investment Management
Illinois
$936K
WIM
1340
WealthPlan Investment Management
Nebraska
$933K
KA
1341
Kovack Advisors
Florida
$929K
MAWA
1342
Moss Adams Wealth Advisors
Washington
$929K
TSS
1343
Two Sigma Securities
New York
$926K
CCWM
1344
Correct Capital Wealth Management
Missouri
$926K
JFL
1345
Jarislowsky, Fraser Ltd
Quebec, Canada
$921K
CCG
1346
Coastwise Capital Group
California
$921K
KTC
1347
Kentucky Trust Company
Kentucky
$919K
AIA
1348
AIMZ Investment Advisors
California
$919K
ATFA
1349
All Terrain Financial Advisors
Minnesota
$919K
SYBT
1350
Stock Yards Bank & Trust
Kentucky
$915K