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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
SAA
2276
Southeast Asset Advisors
Georgia
$211K
LF
2277
LifePlan Financial
Minnesota
$211K
NMG
2278
New Millennium Group
Utah
$211K
IGGA
2279
Iron Gate Global Advisors
Utah
$210K
FWM
2280
Focused Wealth Management
New York
$210K
CB
2281
Centennial Bank
Arkansas
$209K
MTIC
2282
Missouri Trust & Investment Company
Missouri
$209K
BIA
2283
Beacon Investment Advisors
Maryland
$208K
EP
2284
Essential Planning
New Hampshire
$208K
GF
2285
Gries Financial
Ohio
$208K
TYCC
2286
Texas Yale Capital Corp
Florida
$207K
ACA
2287
American Capital Advisory
Idaho
$206K
PH
2288
Pinnacle Holdings
Oklahoma
$206K
BST
2289
Bath Savings Trust
Maine
$206K
CCG
2290
Cypress Capital Group
Florida
$205K
SC
2291
Saturna Capital
Washington
$205K
KFA
2292
Kapstone Financial Advisors
Ohio
$205K
FWA
2293
Flagship Wealth Advisors
Massachusetts
$205K
EWA
2294
Emergent Wealth Advisors
New York
$205K
IIA
2295
IPG Investment Advisors
California
$204K
AF
2296
Affiance Financial
Minnesota
$204K
KFG
2297
Kingdom Financial Group
Arizona
$204K
ACM
2298
Alpha Capital Management
Texas
$204K
MKC
2299
M. Kraus & Co
Vermont
$203K
FA
2300
Faithward Advisors
Pennsylvania
$203K