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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
JWM
2076
JGP Wealth Management
Oregon
$278K
SIC
2077
SFE Investment Counsel
California
$278K
PWP
2078
Phillips Wealth Planners
Mississippi
$278K
FIB
2079
First Interstate Bank
Montana
$277K
OWA
2080
Octavia Wealth Advisors
Ohio
$277K
ATS
2081
Ashton Thomas Securities
New York
$277K
ANB
2082
Amarillo National Bank
Texas
$276K
TNBTD
2083
Trustmark National Bank Trust Department
Mississippi
$276K
PAG
2084
Powers Advisory Group
Illinois
$275K
LA
2085
Lifeworks Advisors
Michigan
$275K
B
2086
BetterWealth
California
$274K
SCA
2087
Scott Capital Advisors
Oregon
$274K
LWM
2088
Lionshead Wealth Management
New York
$274K
BWM
2089
BCS Wealth Management
Tennessee
$274K
MA
2090
MJP Associates
Connecticut
$274K
CWA
2091
Consilio Wealth Advisors
Washington
$274K
CAL
2092
Capital Advisors Ltd
Ohio
$273K
WDG
2093
Wealth Dimensions Group
Ohio
$272K
HIIFS
2094
Harel Insurance Investments & Financial Services
Israel
$272K
SFS
2095
Strategic Financial Services
New York
$272K
PCM
2096
Princeton Capital Management
New Jersey
$271K
CAM
2097
Claret Asset Management
Quebec, Canada
$270K
SWRP
2098
Summit Wealth & Retirement Planning
California
$269K
CPCP
2099
Cedar Point Capital Partners
Iowa
$269K
TC
2100
Trilogy Capital
California
$268K