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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
MHC
2176
May Hill Capital
Massachusetts
$245K
PCP
2177
Panoramic Capital Partners
Oregon
$245K
LS
2178
Leelyn Smith
Illinois
$244K
TF
2179
Tompkins Financial
New York
$244K
AA
2180
Apriem Advisors
California
$244K
SHWM
2181
Smith & Howard Wealth Management
Georgia
$244K
ARG
2182
Advisory Resource Group
Oklahoma
$243K
GFG
2183
Goldstone Financial Group
Illinois
$243K
HPBT
2184
Hickory Point Bank & Trust
Illinois
$243K
CCAL
2185
City Center Advisors LLC
Michigan
$242K
TFA
2186
Tobias Financial Advisors
Florida
$242K
HL
2187
HeadInvest LLC
Maine
$242K
WCM
2188
Wellington Capital Management
Maryland
$242K
RIM
2189
RW Investment Management
Idaho
$241K
PCH
2190
PGIM Custom Harvest
New Jersey
$241K
IAS
2191
Investment Advisory Services
Texas
$241K
HCM
2192
Hengehold Capital Management
Ohio
$241K
TIP
2193
Torray Investment Partners
Maryland
$240K
FM
2194
Foster & Motley
Ohio
$240K
BWA
2195
Bordeaux Wealth Advisors
California
$240K
NC
2196
North Capital
Utah
$240K
BBA
2197
Braun-Bostich & Associates
Pennsylvania
$239K
API
2198
Asset Planning Inc
California
$239K
CAM
2199
CPA Asset Management
Florida
$239K
CWM
2200
Challenger Wealth Management
California
$239K