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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
PSP
2101
Pacific Sage Partners
Washington
$268K
ALA
2102
Atlas Legacy Advisors
California
$268K
VC
2103
Veery Capital
Delaware
$267K
LWM
2104
LeConte Wealth Management
Tennessee
$267K
DOA
2105
D'Orazio & Associates
Virginia
$266K
AWA
2106
Aletheian Wealth Advisors
Washington
$266K
SCA
2107
Sandy Cove Advisors
Massachusetts
$266K
TWP
2108
Tempus Wealth Planning
California
$265K
PA
2109
Procyon Advisors
Connecticut
$265K
USWIA
2110
UP Strategic Wealth Investment Advisors
Pennsylvania
$264K
WCM
2111
Washington Capital Management
Washington
$264K
UBG
2112
United Bank (Georgia)
Georgia
$264K
HWMG
2113
Hurlow Wealth Management Group
Indiana
$264K
PS
2114
Planned Solutions
California
$264K
RA
2115
Rise Advisors
New York
$263K
BSB
2116
Bangor Savings Bank
Maine
$263K
HA
2117
HC Advisors
Georgia
$263K
HC
2118
Hara Capital
Washington
$262K
FWM
2119
Finer Wealth Management
Massachusetts
$262K
RC
2120
Rovin Capital
Arizona
$261K
PCMC
2121
Paragon Capital Management (Colorado)
Colorado
$261K
BIG
2122
Builder Investment Group
Georgia
$260K
HWA
2123
Heartwood Wealth Advisors
Virginia
$260K
FWA
2124
FSM Wealth Advisors
Ohio
$259K
HPM
2125
Hoxton Planning & Management
West Virginia
$259K