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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
PWM
1976
Power Wealth Management
Georgia
$323K
LI
1977
LifeWealth Investments
Florida
$323K
PCA
1978
Peddock Capital Advisors
Massachusetts
$322K
CAL
1979
Capital Analysts LLC
Pennsylvania
$322K
JHP
1980
James Hambro & Partners
United Kingdom
$322K
IAG
1981
Investment Advisory Group
Massachusetts
$321K
TI
1982
tru Independence
Oregon
$321K
FFA
1983
First Foundation Advisors
California
$321K
UBV
1984
United Bank (Virginia)
Virginia
$320K
EP
1985
EPIQ Partners
Minnesota
$320K
WCFA
1986
Walkner Condon Financial Advisors
Wisconsin
$319K
CBB
1987
Citizens Business Bank
California
$319K
FPF
1988
First Pacific Financial
Washington
$319K
1L
1989
10Elms LLP
Oklahoma
$318K
BWS
1990
Buck Wealth Strategies
Colorado
$318K
EIG
1991
Ellenbecker Investment Group
Wisconsin
$318K
TW
1992
Towerpoint Wealth
California
$316K
Walleye Capital
1993
Walleye Capital
New York
$316K
BIA
1994
Bell Investment Advisors
California
$316K
FMN
1995
Financial Management Network
California
$315K
FSA
1996
Financial Security Advisor
Virginia
$314K
CNB
1997
Camden National Bank
Maine
$314K
PCMN
1998
Paradigm Capital Management (Nevada)
Nevada
$314K
FFG
1999
First Financial Group
North Carolina
$313K
WMP
2000
Wealth Management Partners
Arizona
$313K