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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
CCMI
2326
Creative Capital Management Investments
California
$160K
SOAMC
2327
Spirit of America Management Corp
New York
$160K
HA
2328
Heartland Advisors
Wisconsin
$160K
A
2329
AlphaQuest
New York
$158K
CCM
2330
Chilton Capital Management
Texas
$157K
BFPW
2331
BOK Financial Private Wealth
Colorado
$155K
JEST
2332
JTC Employer Solutions Trustee
Jersey
$153K
SWP
2333
Strategic Wealth Partners
Ohio
$153K
ME
2334
McIlrath & Eck
Washington
$153K
GEA
2335
Glen Eagle Advisors
New Jersey
$150K
MWM
2336
MorganRosel Wealth Management
Colorado
$148K
OAM
2337
Ostrum Asset Management
France
$147K
CJH
2338
Christopher J. Hasenberg
Wisconsin
$145K
HWA
2339
Heritage Wealth Advisors
Virginia
$145K
EPIME
2340
Evelyn Partners Investment Management (Europe)
$143K
AA
2341
Addison Advisors
Vermont
$143K
CAM
2342
Clarity Asset Management
Iowa
$143K
NCM
2343
Northwest Capital Management
Oregon
$140K
HDIM
2344
Hanson & Doremus Investment Management
Vermont
$140K
SAM
2345
Sherman Asset Management
California
$139K
BHWM
2346
Bay Harbor Wealth Management
Maryland
$138K
GCM
2347
Gladius Capital Management
Illinois
$137K
FCT
2348
First Community Trust
Iowa
$137K
RF
2349
Rossby Financial
Florida
$136K
FUBT
2350
First United Bank & Trust
Maryland
$136K