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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
MPCG
1801
Matrix Private Capital Group
New York
$417K
WFA
1802
Wellspring Financial Advisors
Ohio
$417K
MSA
1803
Marino Stram & Associates
Massachusetts
$416K
AP
1804
Americana Partners
Texas
$416K
GWM
1805
GK Wealth Management
Nevada
$416K
ACM
1806
Ayrshire Capital Management
Connecticut
$416K
FHC
1807
First Heartland Consultants
Missouri
$416K
NFC
1808
Northeast Financial Consultants
Connecticut
$416K
KWM
1809
Keebeck Wealth Management
Illinois
$415K
WF
1810
WoodTrust Financial
Wisconsin
$414K
RP
1811
Raelipskie Partnership
Ontario, Canada
$414K
BFF
1812
Byrne Financial Freedom
Massachusetts
$413K
VSQM
1813
V-Square Quantitative Management
Illinois
$413K
SSA
1814
Sierra Summit Advisors
Nevada
$412K
MAG
1815
Mokosak Advisory Group
Iowa
$412K
OIS
1816
OneAscent Investment Solutions
Alabama
$411K
AG
1817
AmeriFlex Group
Nevada
$410K
BWA
1818
Burt Wealth Advisors
Maryland
$409K
SSA
1819
Schonfeld Strategic Advisors
New York
$408K
BHIA
1820
Birch Hill Investment Advisors
Massachusetts
$407K
SF
1821
Symphony Financial
Texas
$407K
EL
1822
EWA LLC
Pennsylvania
$407K
FFG
1823
Fortem Financial Group
California
$405K
MSAM
1824
Moloney Securities Asset Management
Missouri
$405K
WH
1825
Willner & Heller
California
$405K