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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
GSF
2026
Grove Street Fiduciary
New Hampshire
$302K
NCTC
2027
New Covenant Trust Company
Indiana
$301K
OWA
2028
Outlook Wealth Advisors
Texas
$301K
GHA
2029
Granite Harbor Advisors
Texas
$300K
DWM
2030
DecisionMap Wealth Management
Virginia
$300K
VFG
2031
Victory Financial Group
Texas
$299K
KA
2032
Klingman & Associates
New York
$299K
FOA
2033
Five Oceans Advisors
California
$298K
XSC
2034
X-Square Capital
Puerto Rico
$298K
IWA
2035
IBEX Wealth Advisors
New Jersey
$297K
MPM
2036
MBB Public Markets
Illinois
$297K
BMO
2037
Beck Mack & Oliver
New York
$295K
VAG
2038
VisionPoint Advisory Group
Texas
$295K
TFIPS
2039
Towarzystwo Funduszy Inwestycyjnych PZU SA
$294K
BFA
2040
Beaumont Financial Advisors
Massachusetts
$293K
KOC
2041
Koss-Olinger Consulting
Florida
$293K
COFSG
2042
Carbahal Olsen Financial Services Group
California
$293K
PCA
2043
Prosperity Capital Advisors
Ohio
$293K
RIM
2044
Redwood Investment Management
Arizona
$293K
SI
2045
Saxon Interests
Texas
$293K
MWA
2046
Motive Wealth Advisors
Michigan
$293K
JWS
2047
Juncture Wealth Strategies
Arizona
$292K
AWA
2048
Acorn Wealth Advisors
Michigan
$292K
SWM
2049
Seed Wealth Management
Illinois
$292K
GWSG
2050
GPS Wealth Strategies Group
Colorado
$292K