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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
MA
1901
MKT Advisors
California
$360K
GKIM
1902
GW&K Investment Management
Massachusetts
$360K
Optiver Holding
1903
Optiver Holding
Netherlands
$360K
PWG
1904
Private Wealth Group
Florida
$360K
BHWM
1905
Bar Harbor Wealth Management
New Hampshire
$359K
WPW
1906
Waldron Private Wealth
Pennsylvania
$358K
JWWM
1907
Johnson & White Wealth Management
Pennsylvania
$358K
SEP
1908
Southland Equity Partners
Missouri
$358K
OCM
1909
Osterweis Capital Management
California
$357K
OC
1910
Oakworth Capital
Alabama
$356K
FAB
1911
First American Bank
Illinois
$354K
WIM
1912
Warwick Investment Management
Texas
$354K
FAM
1913
Formidable Asset Management
Ohio
$354K
BFA
1914
Bill Few Associates
Pennsylvania
$354K
CCM
1915
Check Capital Management
California
$354K
RFP
1916
Root Financial Partners
California
$353K
CTA
1917
Colonial Trust Advisors
South Carolina
$353K
LAM
1918
Lewis Asset Management
California
$353K
CFS
1919
CRA Financial Services
New Jersey
$353K
KLWA
1920
Kelly Lawrence W & Associates
California
$353K
PC
1921
Prairiewood Capital
North Dakota
$353K
IP
1922
Ignite Planners
California
$352K
AIA
1923
Accelerate Investment Advisors
California
$352K
SP
1924
Stonebrook Private
Michigan
$352K
SI
1925
Seeds Investor
New York
$351K