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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
IHWM
1451
Iron Horse Wealth Management
Iowa
$743K
ZBNA
1452
Zions Bancorporation, National Association
Utah
$743K
NNPTE
1453
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$742K
RCG
1454
Regatta Capital Group
California
$741K
SIA
1455
SGL Investment Advisors
Montana
$738K
OL
1456
OneFund LLC
Florida
$735K
SWA
1457
Stratos Wealth Advisors
Ohio
$732K
ADL
1458
Asset Dedication LLC
California
$732K
RMDI
1459
R.M. Davis Inc
Maine
$729K
1WM
1460
1900 Wealth Management
Texas
$728K
PWM
1461
Pines Wealth Management
North Carolina
$726K
EWM
1462
Evermay Wealth Management
Virginia
$726K
CWG
1463
Crown Wealth Group
North Carolina
$726K
CFA
1464
Cahill Financial Advisors
Minnesota
$725K
AA
1465
Advisory Alpha
Michigan
$725K
WCA
1466
Westover Capital Advisors
Delaware
$725K
PWM
1467
Prentice Wealth Management
New York
$724K
TF
1468
Tudor Financial
Ohio
$724K
SC
1469
Summa Corp
Texas
$723K
DMBA
1470
Deseret Mutual Benefit Administrators
Utah
$723K
JFA
1471
JNBA Financial Advisors
Minnesota
$722K
FWP
1472
FAS Wealth Partners
Kansas
$718K
KCAM
1473
Kagan Cocozza Asset Management
New Jersey
$718K
TTIC
1474
Tower Trust & Investment Company
Iowa
$714K
GLA
1475
Good Life Advisors
Pennsylvania
$714K