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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
JWA
1376
JFS Wealth Advisors
Pennsylvania
$870K
PAW
1377
Plan A Wealth
Nebraska
$869K
PCP
1378
Proficio Capital Partners
Massachusetts
$867K
CA
1379
Cumberland Advisors
Florida
$865K
AIM
1380
Aspen Investment Management
Michigan
$860K
AW
1381
Atlas Wealth
Ohio
$858K
WT
1382
Washington Trust
Rhode Island
$855K
HTI
1383
Hikari Tsushin Inc
Japan
$852K
AIM
1384
Advyzon Investment Management
Illinois
$850K
APP
1385
Avantax Planning Partners
Iowa
$848K
PWW
1386
Pettyjohn Wood & White
Virginia
$844K
BCFD
1387
Boit C.F. David
$843K
WB
1388
Webster Bank
Connecticut
$841K
WAG
1389
Wallace Advisory Group
California
$834K
ALAM
1390
Asahi Life Asset Management
Japan
$834K
ASC
1391
Atalanta Sosnoff Capital
New York
$834K
LJAC
1392
L.J. Altfest & Co
New York
$831K
MWM
1393
Manske Wealth Management
Texas
$830K
AM
1394
AGF Management
Ontario, Canada
$828K
PCG
1395
Prosperity Consulting Group
Maryland
$828K
NFTC
1396
North Forty Two & Co
Oregon
$826K
SC
1397
Steph & Co
Wisconsin
$821K
OC
1398
Opinicus Capital
Florida
$821K
LAM
1399
Lingohr Asset Management
Germany
$816K
OPCM
1400
Osborne Partners Capital Management
California
$814K