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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
ACM
1776
Arcataur Capital Management
Wisconsin
$437K
MFA
1777
Mayflower Financial Advisors
Massachusetts
$437K
NCM
1778
Narwhal Capital Management
Georgia
$436K
ACM
1779
Avalon Capital Management
California
$436K
DA
1780
Detalus Advisors
Missouri
$435K
RFA
1781
Register Financial Advisors
Georgia
$434K
DWAM
1782
Duncan Williams Asset Management
Tennessee
$432K
MCP
1783
Mirador Capital Partners
California
$430K
PCM
1784
Parsons Capital Management
Rhode Island
$429K
CTI
1785
Community Trust & Investment
Kentucky
$427K
NFP
1786
Narus Financial Partners
Utah
$426K
HIM
1787
Hillsdale Investment Management
Ontario, Canada
$426K
IB
1788
Intrust Bank
Kansas
$425K
CC
1789
Constitution Capital
Connecticut
$425K
IC
1790
Inscription Capital
Texas
$423K
SFC
1791
SYM Financial Corp
Indiana
$422K
1C
1792
111 Capital
France
$422K
MFWP
1793
Mosaic Family Wealth Partners
Missouri
$422K
FFC
1794
First Financial Corp
Indiana
$421K
ST
1795
Smithfield Trust
Pennsylvania
$421K
VWA
1796
VSM Wealth Advisory
Maryland
$421K
UWPG
1797
Ullmann Wealth Partners Group
Florida
$420K
WTA
1798
Washington Trust Advisors
Massachusetts
$419K
GWWM
1799
Great Waters Wealth Management
Minnesota
$418K
MAM
1800
MMA Asset Management
Pennsylvania
$417K