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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
CSC
1926
Caldwell Sutter Capital
California
$350K
IWA
1927
Integrity Wealth Advisors
California
$350K
BMWM
1928
Brown Miller Wealth Management
Virginia
$350K
OFW
1929
Omnia Family Wealth
Florida
$348K
FM
1930
Family Management
New York
$347K
LG
1931
Leuthold Group
Minnesota
$347K
EA
1932
Evolution Advisers
Virginia
$347K
GJWM
1933
Gilliland Jeter Wealth Management
Arkansas
$346K
PFA
1934
Professional Financial Advisors
Nebraska
$346K
ICP
1935
Impact Capital Partners
Colorado
$344K
BI
1936
Ballast Inc
Kentucky
$344K
AWM
1937
Ameliora Wealth Management
Switzerland
$344K
DWM
1938
Destination Wealth Management
California
$344K
IA
1939
IFG Advisors
Missouri
$343K
MHR
1940
Matthew Hamilton Rosenberg
$343K
CCIA
1941
Cherry Creek Investment Advisors
Colorado
$343K
GIA
1942
Guyasuta Investment Advisors
Pennsylvania
$341K
CWM
1943
Chesapeake Wealth Management
Virginia
$340K
VV
1944
Verity & Verity
South Carolina
$339K
AIM
1945
Avity Investment Management
Connecticut
$339K
WAM
1946
Weinberger Asset Management
California
$338K
CWM
1947
Centurion Wealth Management
Virginia
$338K
CPC
1948
Consolidated Planning Corp
Georgia
$338K
RBC
1949
Romano Brothers & Co
Illinois
$337K
WMA
1950
West Michigan Advisors
Michigan
$335K