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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
LFA
1951
Laraway Financial Advisors
Minnesota
$335K
LWCFA
1952
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$334K
GBT
1953
Grove Bank & Trust
Florida
$334K
BBPWM
1954
Blue Bell Private Wealth Management
Pennsylvania
$333K
CAG
1955
Centerpoint Advisory Group
Kansas
$333K
BWP
1956
Bernardo Wealth Planning
Pennsylvania
$333K
EIP
1957
Ellis Investment Partners
Pennsylvania
$333K
THL
1958
Tillman Hartley LLC
Colorado
$332K
NWM
1959
Northcape Wealth Management
New York
$332K
KWM
1960
KFG Wealth Management
Indiana
$330K
IIM
1961
Ipswich Investment Management
Massachusetts
$329K
KFS
1962
Keynote Financial Services
Connecticut
$328K
LCS
1963
Levin Capital Strategies
New York
$328K
AWC
1964
Abundance Wealth Counselors
Pennsylvania
$328K
MCA
1965
Magnolia Capital Advisors
Mississippi
$328K
SIG
1966
Sargent Investment Group
Maryland
$328K
EC
1967
EdgeRock Capital
Colorado
$327K
HIMC
1968
Heritage Investors Management Corp
Maryland
$327K
AMBIA
1969
Allen Mooney & Barnes Investment Advisors
Georgia
$327K
CWM
1970
CarsonAllaria Wealth Management
Illinois
$327K
TSWM
1971
Tyler-Stone Wealth Management
Ohio
$326K
SIM
1972
SSI Investment Management
California
$325K
SCM
1973
Stordahl Capital Management
Colorado
$324K
TFCP
1974
Twin Focus Capital Partners
Massachusetts
$324K
HA
1975
HFG Advisors
Ohio
$324K