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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
PCP
1701
Perbak Capital Partners
United Kingdom
$497K
AB
1702
Atlas Brown
Kentucky
$496K
JCM
1703
Jacobsen Capital Management
Utah
$496K
FNBTCON
1704
First National Bank & Trust Co of Newtown
Pennsylvania
$495K
MW
1705
Maia Wealth
Colorado
$495K
CMAI
1706
Capital Management Associates Inc
Minnesota
$494K
AA
1707
Alpha Advisors
Virginia
$493K
KSWA
1708
Kathleen S. Wright Associates
Pennsylvania
$493K
MFC
1709
Morris Financial Concepts
South Carolina
$492K
NG
1710
Novem Group
New York
$491K
AWA
1711
Alaska Wealth Advisors
Alaska
$490K
BWP
1712
Baldwin Wealth Partners
Massachusetts
$489K
KCFA
1713
Key Client Fiduciary Advisors
New Jersey
$488K
CSPIA
1714
Cary Street Partners Investment Advisory
Virginia
$488K
WC
1715
Westhampton Capital
North Carolina
$488K
HWM
1716
Hohimer Wealth Management
Washington
$486K
SFO
1717
Stokes Family Office
Louisiana
$486K
WPWM
1718
Western Pacific Wealth Management
Illinois
$485K
SMWM
1719
Silvia McColl Wealth Management
California
$485K
FNBOH
1720
First National Bank of Hutchinson
Kansas
$483K
CT
1721
Colonial Trust
South Carolina
$483K
BMWS
1722
Brady Martz Wealth Solutions
North Dakota
$482K
AAS
1723
Annex Advisory Services
Wisconsin
$481K
CAM
1724
Campion Asset Management
Virginia
$480K
WA
1725
WealthTrust Axiom
Pennsylvania
$480K