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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
BW
1526
Basepoint Wealth
Iowa
$650K
VWM
1527
Vermillion Wealth Management
Minnesota
$649K
SB
1528
Sunflower Bank
Texas
$648K
SCM
1529
Sebold Capital Management
Illinois
$645K
OWIM
1530
Old West Investment Management
California
$644K
EGA
1531
E&G Advisors
Texas
$644K
ACG
1532
Allen Capital Group
Nebraska
$643K
IF
1533
Integrity Financial
Wyoming
$643K
RWM
1534
RKL Wealth Management
Pennsylvania
$643K
AAP
1535
Arax Advisory Partners
Colorado
$641K
AA
1536
Auxano Advisors
Washington
$637K
IWA
1537
Icon Wealth Advisors
Texas
$637K
WA
1538
Wealthstream Advisors
New York
$636K
POIA
1539
Pin Oak Investment Advisors
Texas
$633K
TF
1540
Trek Financial
Arizona
$632K
CCS
1541
Concentric Capital Strategies
Connecticut
$632K
CG
1542
CFO4Life Group
Texas
$631K
CIA
1543
Cape Investment Advisory
Georgia
$630K
IFWM
1544
Institute for Wealth Management
Colorado
$629K
AF
1545
Atala Financial
California
$629K
FB
1546
First Bancorp
Maine
$628K
WA
1547
Wealth Architects
California
$627K
VCAM
1548
Van Cleef Asset Management
Ohio
$626K
DTL
1549
Dynamic Technology Lab
Singapore
$626K
GWANC
1550
Guardian Wealth Advisors (North Carolina)
North Carolina
$626K