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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
EWM
2051
Endowment Wealth Management
Wisconsin
$291K
CF
2052
Convergence Financial
Missouri
$291K
LWA
2053
Lifelong Wealth Advisors
Minnesota
$291K
BFO
2054
Boston Family Office
Massachusetts
$290K
FFC
2055
Frederick Financial Consultants
Maryland
$290K
EWS
2056
Eagle Wealth Strategies
New Jersey
$288K
SF
2057
SWP Financial
California
$288K
RWM
2058
Riverbend Wealth Management
South Carolina
$287K
WWM
2059
WT Wealth Management
Arizona
$287K
HWMO
2060
Heritage Wealth Management (Ohio)
Ohio
$287K
CTWM
2061
Cherry Tree Wealth Management
Minnesota
$287K
FHA
2062
Flagship Harbor Advisors
Massachusetts
$286K
BW
2063
BIP Wealth
Georgia
$286K
OPWM
2064
Oregon Pacific Wealth Management
Oregon
$284K
BW
2065
BXM Wealth
Colorado
$284K
WI
2066
Wedgewood Investors
Pennsylvania
$284K
FFA
2067
Fi3 Financial Advisors
Indiana
$281K
CIS
2068
Custom Index Systems
New York
$280K
TLFA
2069
True Link Financial Advisors
California
$280K
DP
2070
Denver PWM
Colorado
$280K
HBW
2071
Hazlett, Burt & Watson
West Virginia
$280K
MWM
2072
McMill Wealth Management
Nebraska
$280K
RIA
2073
Regal Investment Advisors
Michigan
$280K
NG
2074
Northstar Group
New York
$278K
SFC
2075
Sprinkle Financial Consultants
Colorado
$278K