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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
LA
1651
Lynch & Associates
Indiana
$539K
TC
1652
TFR Capital
Texas
$539K
OFG
1653
Oxford Financial Group
Indiana
$538K
CAI
1654
Capital Advisors Inc
Oklahoma
$536K
OL
1655
Optas LLC
Texas
$536K
TIM
1656
Thompson Investment Management
Wisconsin
$535K
BC
1657
Belmont Capital
California
$532K
CFG
1658
Cooper Financial Group
California
$531K
FFO
1659
Fortitude Family Office
Arizona
$530K
RLH
1660
RD Lewis Holdings
Florida
$529K
IF
1661
Intrua Financial
Texas
$526K
PC
1662
Permanens Capital
New York
$526K
AWP
1663
Axis Wealth Partners
Rhode Island
$525K
KFGK
1664
Keystone Financial Group (Kentucky)
Kentucky
$525K
AMIM
1665
Aull & Monroe Investment Management
Alabama
$522K
LIP
1666
Lighthouse Investment Partners
Florida
$520K
RIS
1667
Richmond Investment Services
Wisconsin
$515K
SCM
1668
Sterneck Capital Management
Missouri
$514K
MAG
1669
M3 Advisory Group
Massachusetts
$512K
CFO
1670
CVA Family Office
Colorado
$512K
PMSA
1671
Patrick M. Sweeney & Associates
Illinois
$511K
VCP
1672
Verus Capital Partners
Arizona
$511K
HKIM
1673
Hayek Kallen Investment Management
Alabama
$510K
DSC
1674
Duncker Streett & Co
Missouri
$510K
APG
1675
Abacus Planning Group
South Carolina
$509K