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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
AFG
1726
Allegheny Financial Group
Pennsylvania
$479K
SFS
1727
Stiles Financial Services
Minnesota
$478K
FA
1728
Fountainhead AM
New Jersey
$478K
FCFC
1729
First Citizens Financial Corp
Iowa
$477K
SWM
1730
Silverlake Wealth Management
Vermont
$476K
NRC
1731
New Republic Capital
North Carolina
$476K
LWL
1732
Leo Wealth LLC
Texas
$476K
SWM
1733
Stockman Wealth Management
Montana
$475K
TAM
1734
Titleist Asset Management
Texas
$474K
FIM
1735
Fruth Investment Management
Texas
$474K
PTB
1736
Pioneer Trust Bank
Oregon
$473K
FCA
1737
FLC Capital Advisors
California
$472K
SC
1738
Searle & Co
Connecticut
$472K
MW
1739
MBL Wealth
North Carolina
$471K
IFU
1740
iSAM Funds (UK)
United Kingdom
$471K
TCB
1741
Texas Capital Bancshares
Texas
$469K
HCWM
1742
Hidden Cove Wealth Management
Washington
$467K
AA
1743
ALPS Advisors
Colorado
$465K
NCM
1744
Novare Capital Management
North Carolina
$464K
AF
1745
Arrow Financial
New York
$464K
ETC
1746
Exchange Traded Concepts
Oklahoma
$463K
ITIM
1747
Indiana Trust & Investment Management
Indiana
$463K
PFW
1748
Petros Family Wealth
Minnesota
$461K
CFP
1749
Cascade Financial Partners
California
$461K
BBW
1750
Blue Barn Wealth
Utah
$460K