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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
SWA
1401
Sax Wealth Advisors
New Jersey
$814K
FCM
1402
Fieldview Capital Management
Michigan
$813K
PA
1403
Perennial Advisors
New York
$811K
MCM
1404
Monument Capital Management
Virginia
$809K
FFIC
1405
First Fiduciary Investment Counsel
Ohio
$807K
JC
1406
Jacobs & Co
California
$804K
QWM
1407
Quadcap Wealth Management
Texas
$802K
LRPA
1408
L. Roy Papp & Associates
Arizona
$801K
PI
1409
Parkside Investments
Illinois
$801K
MCM
1410
Monarch Capital Management
Indiana
$801K
CCA
1411
Carrera Capital Advisors
Michigan
$799K
ZIG
1412
Zuckerman Investment Group
Illinois
$799K
AWAU
1413
Alliance Wealth Advisors (Utah)
Utah
$798K
VNA
1414
Valley National Advisers
Pennsylvania
$797K
BMC
1415
Beaton Management Company
Massachusetts
$793K
PTP
1416
Platform Technology Partners
New York
$790K
KAS
1417
KPP Advisory Services
Kentucky
$790K
RT
1418
Rockland Trust
Massachusetts
$789K
SIA
1419
Strategic Investment Advisors
Michigan
$783K
BRWM
1420
Blue Rock Wealth Management
North Carolina
$783K
GSC
1421
G&S Capital
Colorado
$781K
SC
1422
Sepio Capital
Utah
$781K
WIC
1423
Woodmont Investment Counsel
Tennessee
$780K
WP
1424
WealthShield Partners
North Carolina
$777K
RCM
1425
Radnor Capital Management
Pennsylvania
$777K