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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
FA
1601
Fermata Advisors
California
$582K
SMA
1602
Seven Mile Advisory
New Jersey
$582K
MCC
1603
Money Concepts Capital
Florida
$582K
DC
1604
Defender Capital
North Carolina
$581K
RDWM
1605
Red Door Wealth Management
Tennessee
$580K
CWM
1606
Connecticut Wealth Management
Connecticut
$579K
WDL
1607
Well Done LLC
Michigan
$579K
AFT
1608
Alpha Family Trust
California
$578K
LA
1609
LVW Advisors
New York
$578K
OAM
1610
Occidental Asset Management
California
$575K
BOSSRA
1611
B.O.S.S. Retirement Advisors
Utah
$575K
MA
1612
MCF Advisors
Kentucky
$574K
SFB
1613
STAR Financial Bank
Indiana
$573K
MAG
1614
MRA Advisory Group
New Jersey
$572K
SAM
1615
S.A. Mason
Michigan
$572K
LIA
1616
LBMC Investment Advisors
Tennessee
$571K
CA
1617
Cambridge Advisors
Nebraska
$570K
PP
1618
Patten & Patten
Tennessee
$569K
MCA
1619
MSH Capital Advisors
Arizona
$569K
MA
1620
MONECO Advisors
Connecticut
$569K
CA
1621
Cache Advisors
California
$569K
DIM
1622
Delta Investment Management
California
$568K
AO
1623
Advisor OS
Illinois
$568K
CWS
1624
Confluence Wealth Services
Pennsylvania
$568K
OL
1625
one8zero8 LLC
North Carolina
$568K