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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
BIG
1551
Brookwood Investment Group
Arizona
$622K
EWA
1552
Elevate Wealth Advisory
Georgia
$621K
NL
1553
NWAM LLC
Washington
$618K
SIG
1554
Sky Investment Group
Connecticut
$617K
BA
1555
Bridgewater Advisors
New York
$617K
EW
1556
Elyxium Wealth
California
$617K
SAM
1557
Summit Asset Management
Tennessee
$617K
TH
1558
TCTC Holdings
Texas
$616K
DE
1559
Diversified Enterprises
Delaware
$616K
DA
1560
Doliver Advisors
Texas
$615K
SIS
1561
Sound Income Strategies
Florida
$614K
LI
1562
LRI Investments
Florida
$613K
OWM
1563
OneAscent Wealth Management
Alabama
$613K
WTFG
1564
Wood Tarver Financial Group
Idaho
$611K
CL
1565
COWA LLC
Oklahoma
$611K
ZI
1566
ZEGA Investments
Florida
$611K
CB
1567
Cadence Bank
Mississippi
$610K
IIC
1568
Ironwood Investment Counsel
Arizona
$610K
DWM
1569
DKM Wealth Management
California
$608K
PSP
1570
Principal Street Partners
Tennessee
$608K
SIAG
1571
Safeguard Investment Advisory Group
California
$607K
CCWM
1572
Cassaday & Co Wealth Management
Virginia
$607K
WA
1573
Waddell & Associates
Tennessee
$607K
BWM
1574
BigSur Wealth Management
Florida
$605K
MFG
1575
Mosaic Financial Group
Illinois
$604K