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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
NDSI
2001
Newman Dignan & Sheerar Inc
Rhode Island
$313K
VC
2002
Vicus Capital
Pennsylvania
$312K
CAM
2003
Cozad Asset Management
Illinois
$311K
FA
2004
Fedenia Advisers
Wisconsin
$311K
TWA
2005
TCI Wealth Advisors
Arizona
$311K
CWA
2006
Centennial Wealth Advisory
Michigan
$310K
CCA
2007
Cooper Capital Advisors
California
$310K
S
2008
Sunpointe
Missouri
$310K
TDC
2009
Thompson Davis & Co
Virginia
$309K
BOPW
2010
Brandywine Oak Private Wealth
Pennsylvania
$309K
ACP
2011
Aviance Capital Partners
Florida
$307K
MFS
2012
Madrona Financial Services
Washington
$307K
PBF
2013
Petix & Botte Financial
California
$307K
FNWA
2014
Financial Network Wealth Advisors
Utah
$307K
CCA
2015
Cottonwood Capital Advisors
Utah
$307K
MCWA
2016
Meadow Creek Wealth Advisors
Georgia
$306K
UWM
2017
United Wealth Management
Virginia
$306K
HWM
2018
HRC Wealth Management
Idaho
$305K
W
2019
Wealthquest
Ohio
$305K
FSCM
2020
Front Street Capital Management
Montana
$305K
DIP
2021
Davis Investment Partners
North Carolina
$305K
ABLA
2022
Alan B. Lancz & Associates
Ohio
$304K
BC
2023
Brio Consultants
California
$304K
CS
2024
Capital Square
Tennessee
$303K
TTWM
2025
TCV Trust & Wealth Management
Virginia
$303K