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Wells Fargo

2,606 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, 1,067 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: 2,5292,606 (+77)

0.67% more ownership

Funds ownership: 75.53%76.2% (+0.67%)

14% less call options, than puts

Call options by funds: $4.61B | Put options by funds: $5.33B

Holders
2,606
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
LSA
2226
Lion Street Advisors
Texas
$226K
PIA
2227
Powell Investment Advisors
Florida
$226K
IF
2228
Ironwood Financial
Arizona
$225K
JC
2229
JB Capital
Connecticut
$224K
ERWM
2230
Elk River Wealth Management
Colorado
$224K
NC
2231
NewSquare Capital
Pennsylvania
$224K
WSWA
2232
Warren Street Wealth Advisors
California
$224K
UCB
2233
United Community Bank
South Carolina
$224K
CCAM
2234
Cascades Capital Asset Management
North Carolina
$224K
IP
2235
Investment Partners
Ohio
$224K
FC
2236
Fusion Capital
South Carolina
$223K
AI
2237
AXS Investments
New York
$223K
JTWM
2238
Jackson Thornton Wealth Management
Alabama
$223K
WAS
2239
Winch Advisory Services
Wisconsin
$222K
CWM
2240
Cherrydale Wealth Management
New Jersey
$222K
AWA
2241
AGH Wealth Advisors
Kansas
$222K
MHWM
2242
Montz Harcus Wealth Management
Louisiana
$222K
QPW
2243
Quantum Private Wealth
Florida
$220K
ACA
2244
Aspire Capital Advisors
Washington
$220K
SA
2245
Skyline Advisors
Washington
$220K
WA
2246
WBH Advisory
Maryland
$219K
ACA
2247
Affinity Capital Advisors
California
$219K
PSFG
2248
Park Square Financial Group
Georgia
$219K
WPA
2249
West Paces Advisors
Georgia
$218K
BDF
2250
Black Diamond Financial
Maryland
$218K