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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
IIC
1426
Integrated Investment Consultants
Michigan
$775K
AWM
1427
Accurate Wealth Management
Florida
$773K
MMG
1428
Monetary Management Group
Missouri
$773K
FPB
1429
First PREMIER Bank
South Dakota
$771K
VST
1430
Van Strum & Towne
California
$771K
MSE
1431
MUFG Securities EMEA
United Kingdom
$770K
QPWM
1432
Quadrant Private Wealth Management
Pennsylvania
$770K
STA
1433
Smith Thornton Advisors
Alabama
$768K
RC
1434
Rexford Capital
Texas
$767K
HBS
1435
Howard Bailey Securities
Indiana
$766K
CP
1436
Creekside Partners
California
$764K
ONST
1437
Old North State Trust
North Carolina
$764K
CVM
1438
Cheviot Value Management
California
$763K
GFM
1439
GF Fund Management
China
$761K
LW
1440
Linscomb Wealth
Texas
$758K
WB
1441
West Bancorporation
Iowa
$757K
AIM
1442
Athena Investment Management
California
$757K
HFM
1443
Hartford Financial Management
Connecticut
$755K
BFO
1444
Biltmore Family Office
North Carolina
$755K
HP
1445
Holistic Planning
Texas
$752K
SEIA
1446
Signature Estate & Investment Advisors
California
$749K
VWA
1447
Visionary Wealth Advisors
Illinois
$748K
T
1448
Transce3nd
Texas
$747K
CAS
1449
CTC Alternative Strategies
Illinois
$744K
NFC
1450
Northstar Financial Companies
Pennsylvania
$743K