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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
ICP
1501
Interchange Capital Partners
Pennsylvania
$678K
EA
1502
Everpar Advisors
Oklahoma
$678K
AAS
1503
Ameritas Advisory Services
Nebraska
$677K
SSWM
1504
Sheets Smith Wealth Management
North Carolina
$677K
LCWP
1505
Legacy Capital Wealth Partners
Arkansas
$676K
AMG
1506
Advisors Management Group
Wisconsin
$676K
BFC
1507
Bedel Financial Consulting
Indiana
$676K
AWM
1508
Aprio Wealth Management
Georgia
$675K
EGA
1509
Eagle Global Advisors
Texas
$674K
VA
1510
Valmark Advisers
Ohio
$673K
BWM
1511
Baron Wealth Management
Michigan
$672K
CA
1512
Claro Advisors
Massachusetts
$671K
SCP
1513
Sivia Capital Partners
California
$671K
APW
1514
Austin Private Wealth
Texas
$667K
TA
1515
Tactive Advisors
Florida
$662K
FMB
1516
Field & Main Bank
Kentucky
$661K
TCWA
1517
Turtle Creek Wealth Advisors
Texas
$660K
AC
1518
ASB Consultores
Florida
$660K
ML
1519
McAdam LLC
Pennsylvania
$658K
BTWM
1520
Baker Tilly Wealth Management
Wisconsin
$655K
CIC
1521
Cutler Investment Counsel
Oregon
$655K
LFA
1522
Lauterbach Financial Advisors
Texas
$654K
MAA
1523
Mraz Amerine & Associates
California
$652K
SCA
1524
Sippican Capital Advisors
Massachusetts
$652K
TCM
1525
Tributary Capital Management
Nebraska
$651K