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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
SWM
1476
SilverOak Wealth Management
Minnesota
$713K
CWG
1477
Cornerstone Wealth Group
North Carolina
$711K
SRC
1478
Shufro Rose & Co
New York
$711K
WLPWM
1479
Walled Lake Planning & Wealth Management
Illinois
$711K
FC
1480
Farringdon Capital
United Kingdom
$709K
WCM
1481
Winthrop Capital Management
Indiana
$708K
BFWA
1482
Benchmark Financial Wealth Advisors
Florida
$708K
CIM
1483
CIM Investment Management
Pennsylvania
$706K
MWP
1484
Meridian Wealth Partners
Pennsylvania
$706K
MIP
1485
Marietta Investment Partners
Wisconsin
$705K
AWE
1486
Avidian Wealth Enterprises
Texas
$704K
HI
1487
Hudock Inc
Pennsylvania
$703K
SB
1488
Strategic Blueprint
Georgia
$701K
TFA
1489
Transamerica Financial Advisors
Florida
$699K
AG
1490
Algert Global
California
$699K
BWP
1491
BlueStem Wealth Partners
Minnesota
$696K
DLA
1492
Douglas Lane & Associates
New York
$692K
CA
1493
Capital Advantage
California
$692K
VWM
1494
Venturi Wealth Management
Texas
$692K
PL
1495
Perpetual Ltd
Australia
$690K
AFP
1496
Ausdal Financial Partners
Iowa
$687K
Legacy Financial Group (Iowa)
1497
Legacy Financial Group (Iowa)
Iowa
$685K
ISFAN
1498
Investor's Fiduciary Advisor Network
Washington
$683K
CPA
1499
Capital Performance Advisors
California
$682K
SIM
1500
Sentry Investment Management
Wisconsin
$679K