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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
MA
1751
Mezzasalma Advisors
New Jersey
$459K
DWM
1752
Denver Wealth Management
Colorado
$459K
1WA
1753
180 Wealth Advisors
Washington
$459K
OAM
1754
Oxford Asset Management
United Kingdom
$458K
SIMG
1755
Sonora Investment Management Group
Arizona
$458K
NPA
1756
Nichols & Pratt Advisers
Massachusetts
$457K
SNBOSD
1757
Security National Bank of So Dak
Iowa
$457K
JSAM
1758
J. Safra Asset Management
New York
$455K
FC
1759
Forte Capital
New York
$455K
UF
1760
Univest Financial
Pennsylvania
$455K
TW
1761
Traveka Wealth
California
$454K
PCG
1762
PFC Capital Group
California
$454K
GCM
1763
G2 Capital Management
Ohio
$453K
EFA
1764
Evernest Financial Advisors
Indiana
$452K
BI
1765
Bradyco Inc
Massachusetts
$451K
IA
1766
Inspire Advisors
Idaho
$449K
FCAS
1767
First Command Advisory Services
Texas
$447K
SMC
1768
Smith, Moore & Co
Missouri
$444K
WMA
1769
Wealth Management Associates
New Jersey
$443K
PWP
1770
Pursue Wealth Partners
California
$443K
HR
1771
Hardy Reed
Mississippi
$442K
BFIC
1772
Bedell Frazier Investment Counselling
California
$441K
EMAM
1773
Encompass More Asset Management
California
$439K
Bank Julius Baer & Co
1774
Bank Julius Baer & Co
Switzerland
$438K
CCM
1775
Charter Capital Management
Wisconsin
$438K