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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
VCM
1626
Virtue Capital Management
Tennessee
$567K
MIC
1627
Means Investment Company
Maine
$566K
TCM
1628
Traynor Capital Management
Pennsylvania
$564K
SFG
1629
SNS Financial Group
Minnesota
$563K
LC
1630
Lincoln Capital
Nebraska
$562K
KA
1631
Kearns & Associates
California
$561K
CT
1632
Coastline Trust
Rhode Island
$559K
SPWM
1633
Spartan Planning & Wealth Management
North Carolina
$558K
WC
1634
Weil Company
California
$557K
SAM
1635
Sawgrass Asset Management
Florida
$556K
CWA
1636
Cornerstone Wealth Advisors
Minnesota
$555K
HWA
1637
HHM Wealth Advisors
Tennessee
$553K
HR
1638
Howe & Rusling
New York
$548K
RZH
1639
Relyea Zuckerberg Hanson
Connecticut
$548K
SAM
1640
Secure Asset Management
Michigan
$547K
PSB
1641
Piscataqua Savings Bank
New Hampshire
$546K
NHT
1642
New Hampshire Trust
New Hampshire
$544K
FPCP
1643
Fort Point Capital Partners
California
$542K
LRIA
1644
Leonard Rickey Investment Advisors
Washington
$541K
CP
1645
Canopy Partners
Ohio
$541K
DMC
1646
Drexel Morgan & Co
Pennsylvania
$541K
PRP
1647
Peak Retirement Planning
Ohio
$540K
BWM
1648
BlackDiamond Wealth Management
New York
$540K
HBT
1649
Heartland Bank & Trust
Illinois
$540K
MS
1650
Maven Securities
Jersey
$540K