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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
RWPA
1676
Richard W. Paul & Associates
Michigan
$509K
WF
1677
Wayfinding Financial
Washington
$509K
AC
1678
Allstate Corporation
Illinois
$508K
SB
1679
Simmons Bank
Arkansas
$508K
EW
1680
Evoke Wealth
California
$508K
SFI
1681
SPC Financial Inc
Maryland
$507K
SC
1682
Schulhoff & Co
Ohio
$505K
CWM
1683
Circle Wealth Management
New Jersey
$505K
FRA
1684
Front Row Advisors
California
$504K
FFG
1685
Fortress Financial Group
Minnesota
$504K
WPP
1686
Whalerock Point Partners
Rhode Island
$503K
SAM
1687
Sequent Asset Management
Texas
$503K
LWM
1688
Lakeridge Wealth Management
Ohio
$503K
MCM
1689
Mengis Capital Management
Oregon
$502K
CLOS
1690
Compagnie Lombard Odier SCmA
Switzerland
$501K
SFP
1691
SwitchPoint Financial Planning
Utah
$500K
RWA
1692
Redhawk Wealth Advisors
Minnesota
$500K
LB
1693
Legacy Bridge
Iowa
$499K
ZIG
1694
Zullo Investment Group
Pennsylvania
$498K
TIA
1695
Traphagen Investment Advisors
New Jersey
$498K
BWAM
1696
Boyd Watterson Asset Management
Ohio
$498K
WPA
1697
Wealth Preservation Advisors
Tennessee
$498K
VCM
1698
Versant Capital Management
Arizona
$498K
TGAM
1699
TBH Global Asset Management
Tennessee
$498K
HIG
1700
Heritage Investment Group
Florida
$497K