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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
SL
1826
Sentinus LLC
Illinois
$402K
WAM
1827
Walker Asset Management
Missouri
$401K
QOP
1828
Quinn Opportunity Partners
Virginia
$401K
MJP
1829
Michael J. Puzo
$401K
RL
1830
Ruffer LLP
United Kingdom
$401K
SHGA
1831
Sand Hill Global Advisors
California
$400K
GSWM
1832
Golden State Wealth Management
California
$400K
QFA
1833
Quantum Financial Advisors
California
$400K
MWM
1834
Maripau Wealth Management
Indiana
$400K
KW
1835
KWB Wealth
California
$398K
BMCM
1836
Bryn Mawr Capital Management
Pennsylvania
$398K
TPA
1837
Trivium Point Advisory
Connecticut
$398K
HCMG
1838
Howard Capital Management Group
California
$397K
FFA
1839
Founders Financial Alliance
North Carolina
$396K
CA
1840
CoreCap Advisors
Michigan
$396K
SL
1841
Salomon & Ludwin
Virginia
$395K
RS
1842
R Squared
Hong Kong
$395K
CD
1843
Chapin Davis
Maryland
$394K
KFC
1844
Klingenstein Fields & Co
New York
$394K
CPWA
1845
Cerro Pacific Wealth Advisors
California
$393K
4WM
1846
49 Wealth Management
Texas
$393K
S
1847
Sachetta
Massachusetts
$393K
AFA
1848
AA Financial Advisors
Ohio
$392K
SGCA
1849
Steel Grove Capital Advisors
Tennessee
$391K
KNW
1850
Kesler Norman & Wride
Utah
$391K