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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
NPT
2126
Nixon Peabody Trust
Massachusetts
$259K
SFA
2127
Souders Financial Advisors
Ohio
$259K
VCM
2128
Vivaldi Capital Management
Illinois
$259K
CFA
2129
Capstone Financial Advisors
Illinois
$259K
NWA
2130
Navis Wealth Advisors
New York
$258K
CWA
2131
Canvas Wealth Advisors
Kansas
$258K
PCM
2132
Penserra Capital Management
California
$257K
EFG
2133
Embree Financial Group
Illinois
$257K
SPI
2134
Sutton Place Investors
New York
$256K
CIA
2135
Caledonia Investments (Australia)
Australia
$256K
CGH
2136
CMG Global Holdings
Texas
$256K
DDC
2137
DF Dent & Co
Maryland
$256K
BAM
2138
Brave Asset Management
New Jersey
$255K
YDMI
2139
Y.D. More Investments
Israel
$255K
CSB
2140
City State Bank
Iowa
$255K
YWM
2141
Yukon Wealth Management
Kansas
$255K
CCA
2142
Catalyst Capital Advisors
New York
$254K
FWM
2143
Forza Wealth Management
Florida
$254K
KOMWMG
2144
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$253K
ETS
2145
ESL Trust Services
New York
$253K
PFM
2146
Patton Fund Management
Texas
$253K
AP
2147
Atwood & Palmer
Missouri
$253K
LOAMU
2148
Lombard Odier Asset Management (USA)
New York
$253K
OAS
2149
Optivise Advisory Services
Tennessee
$253K
WFPG
2150
Waller Financial Planning Group
Ohio
$252K