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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
JWCA
2251
J.W. Coons Advisors
Ohio
$218K
VFP
2252
Verus Financial Partners
Virginia
$218K
ACC
2253
Acorn Creek Capital
Colorado
$218K
TPWA
2254
Twin Peaks Wealth Advisors
California
$217K
WWA
2255
Wealth Watch Advisors
Colorado
$217K
CIR
2256
Clear Investment Research
Georgia
$216K
AWM
2257
Aries Wealth Management
Maine
$216K
RB
2258
Rodgers Brothers
Pennsylvania
$216K
Cohen & Steers
2259
Cohen & Steers
New York
$216K
AFS
2260
Axiom Financial Strategies
Indiana
$216K
GWA
2261
Gratus Wealth Advisors
Virginia
$215K
CCFM
2262
Clear Creek Financial Management
Washington
$214K
LA
2263
LM Advisors
California
$214K
IA
2264
IFC Advisors
California
$214K
HFS
2265
Howard Financial Services
Texas
$213K
NCM
2266
NCM Capital Management
New Jersey
$213K
ITB
2267
Idaho Trust Bank
Idaho
$213K
OCM
2268
Orion Capital Management
California
$213K
KFS
2269
Kurt F. Somerville
$212K
CCP
2270
Clarkston Capital Partners
Michigan
$212K
GGS
2271
Galvin Gaustad & Stein
Arizona
$212K
BIA
2272
BHK Investment Advisors
Alabama
$212K
PA
2273
Parkside Advisors
California
$212K
WRPWM
2274
Werba Rubin Papier Wealth Management
California
$211K
SCM
2275
Spring Capital Management
Texas
$211K