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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
AFA
2301
Allium Financial Advisors
Oregon
$203K
CFS
2302
Compass Financial Services
Iowa
$203K
SO
2303
Sierra Ocean
California
$202K
PIP
2304
Peachtree Investment Partners
Florida
$202K
WP
2305
WealthPLAN Partners
Nebraska
$201K
CFD
2306
Creative Financial Designs
Indiana
$201K
BWM
2307
Buckley Wealth Management
Nevada
$200K
VCM
2308
Violich Capital Management
California
$200K
CB
2309
CNB Bank
Pennsylvania
$198K
CBT
2310
Crews Bank & Trust
Florida
$195K
PAG
2311
Paladin Advisory Group
Iowa
$193K
CT
2312
Clearstead Trust
Maine
$190K
GCM
2313
Gables Capital Management
Florida
$188K
AAG
2314
Armstrong Advisory Group
Massachusetts
$186K
DIP
2315
DT Investment Partners
Pennsylvania
$182K
TSMHT
2316
Thurston Springer Miller Herd & Titak
Indiana
$178K
JGIA
2317
Jackson Grant Investment Advisers
Connecticut
$176K
AWM
2318
Abound Wealth Management
Tennessee
$176K
SSG
2319
Summit Securities Group
New York
$175K
BTC
2320
Bank & Trust Company
Illinois
$163K
SR
2321
Syntax Research
Florida
$163K
KFI
2322
Key Financial Inc
Pennsylvania
$163K
WFA
2323
West Financial Advisors
Iowa
$162K
MAM
2324
Meeder Asset Management
Ohio
$162K
TC
2325
Trust Company
Kansas
$160K