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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
HFO
1351
Heritage Family Offices
Arizona
$911K
RWA
1352
River Wealth Advisors
Pennsylvania
$911K
KJWM
1353
Kiley Juergens Wealth Management
Washington
$909K
HWA
1354
HCR Wealth Advisors
California
$907K
GC
1355
GatePass Capital
Ohio
$906K
EW
1356
Element Wealth
Mississippi
$905K
NRI
1357
NFP Retirement Inc
California
$905K
LWM
1358
Liberty Wealth Management
California
$905K
DBIA
1359
Dumont & Blake Investment Advisors
New Jersey
$904K
WCM
1360
Winebrenner Capital Management
Kentucky
$904K
WA
1361
Wealth Alliance
New York
$904K
NIA
1362
NBZ Investment Advisors
Tennessee
$903K
FFM
1363
Flagstone Financial Management
Nebraska
$901K
TFO
1364
Tarbox Family Office
California
$900K
IWA
1365
IVC Wealth Advisors
Pennsylvania
$897K
PMG
1366
Private Management Group
California
$895K
CH
1367
Cromwell Holdings
Wyoming
$895K
ANC
1368
Ames National Corp
Iowa
$892K
CUAMC
1369
China Universal Asset Management Company
China
$892K
AWAP
1370
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$890K
1CP
1371
17 Capital Partners
Arizona
$890K
PIA
1372
Perennial Investment Advisors
California
$887K
PA
1373
PFW Advisors
Georgia
$887K
FMLI
1374
Fukoku Mutual Life Insurance
Japan
$884K
AP
1375
Appleton Partners
Massachusetts
$883K