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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
SWA
2201
SOA Wealth Advisors
New York
$239K
RFN
2202
RDA Financial Network
Iowa
$238K
BWM
2203
BNC Wealth Management
Oregon
$238K
BIM
2204
Baldwin Investment Management
Pennsylvania
$237K
SFG
2205
Sovereign Financial Group
Connecticut
$237K
HFRG
2206
Houlihan Financial Resource Group
Virginia
$237K
TA
2207
TFB Advisors
Kansas
$236K
KCP
2208
Kera Capital Partners
California
$236K
HWM
2209
Hemington Wealth Management
Virginia
$236K
UFA
2210
Uptown Financial Advisors
Texas
$236K
EIA
2211
Edgemoor Investment Advisors
Maryland
$234K
BOH
2212
Bank of Hawaii
Hawaii
$234K
GWM
2213
GDS Wealth Management
Texas
$233K
RL
2214
Retireful LLC
Michigan
$233K
KL
2215
KWMG LLC
Kansas
$233K
BW
2216
Blalock Williams
Alabama
$233K
QL
2217
Quarry LP
New York
$230K
NLP
2218
Next Level Private
New York
$230K
AT
2219
American Trust
Kentucky
$229K
HFP
2220
Holistic Financial Partners
Indiana
$229K
CPC
2221
Cookson Peirce & Co
Pennsylvania
$229K
VBA
2222
von Borstel & Associates
Oregon
$228K
MFF
2223
Michels Family Financial
Texas
$228K
EFSCE
2224
Enterprise Financial Services Corp (EFSC)
Missouri
$228K
IWN
2225
Independent Wealth Network
Iowa
$228K