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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
PMFA
1851
Plante Moran Financial Advisors
Michigan
$391K
HIS
1852
Harvest Investment Services
Illinois
$391K
AIA
1853
AssuredPartners Investment Advisors
Florida
$390K
OHWA
1854
Oak Hill Wealth Advisors
Virginia
$389K
JWM
1855
Jacksonville Wealth Management
Florida
$389K
BFP
1856
Brewster Financial Planning
New York
$388K
SP
1857
Successful Portfolios
Florida
$388K
MWM
1858
MinichMacGregor Wealth Management
New York
$388K
GA
1859
GFS Advisors
Texas
$386K
ACP
1860
Argyle Capital Partners
California
$385K
BWG
1861
Beta Wealth Group
California
$385K
GITFIT
1862
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$385K
TWA
1863
Talisman Wealth Advisors
New Jersey
$383K
TAP
1864
Tounjian Advisory Partners
Florida
$382K
GAM
1865
Gould Asset Management
California
$381K
ORC
1866
O'Rourke & Company
Massachusetts
$379K
GCA
1867
Gradient Capital Advisors
California
$378K
NWWA
1868
New Wave Wealth Advisors
Arkansas
$378K
GPW
1869
Genesis Private Wealth
Virginia
$378K
HNWAG
1870
High Net Worth Advisory Group
Florida
$377K
AG
1871
AlTi Global
New York
$377K
PWM
1872
Partners Wealth Management
California
$377K
FCMT
1873
Founders Capital Management (Texas)
Texas
$376K
AWM
1874
Ariadne Wealth Management
California
$376K
OP
1875
ORG Partners
Indiana
$375K