WFC icon

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
EI
1876
Ellevest Inc
New York
$375K
CPCM
1877
Cardinal Point Capital Management
Ontario, Canada
$375K
AIA
1878
Alternative Investment Advisors
Florida
$374K
MBTD
1879
Mechanics Bank - Trust Department
California
$374K
BCM
1880
Buckhead Capital Management
Georgia
$374K
CWMK
1881
Caliber Wealth Management (Kansas)
Kansas
$373K
BGAI
1882
Bruce G. Allen Investments
Colorado
$372K
AF
1883
Apexium Financial
Texas
$371K
SIC
1884
Samalin Investment Counsel
New York
$371K
FWTB
1885
First Western Trust Bank
Colorado
$370K
VDI
1886
Vaughan David Investments
Illinois
$370K
RWP
1887
Revolve Wealth Partners
New Jersey
$370K
BFA
1888
Beacon Financial Advisory
Ohio
$368K
CBT
1889
CoreFirst Bank & Trust
Kansas
$367K
SWGC
1890
Summit Wealth Group (Colorado)
Colorado
$367K
NGA
1891
Naples Global Advisors
Florida
$366K
PSC
1892
Prentiss Smith & Co
Vermont
$365K
WAAG
1893
Wealth Alliance Advisory Group
Kansas
$365K
TBWA
1894
Three Bridge Wealth Advisors
California
$364K
IIA
1895
Integral Investment Advisors
California
$364K
TVM
1896
True Vision MN
Minnesota
$363K
NBWM
1897
North Berkeley Wealth Management
California
$361K
NED
1898
Nancy E. Dempze
$361K
SAM
1899
Strategy Asset Managers
California
$360K
CWM
1900
Concentrum Wealth Management
California
$360K