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Wells Fargo

2,596 hedge funds and large institutions have $199B invested in Wells Fargo in 2025 Q2 according to their latest regulatory filings, with 231 funds opening new positions, 1,062 increasing their positions, 938 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: 2,5212,596 (+75)

0.72% more ownership

Funds ownership: 75.52%76.24% (+0.72%)

14% less call options, than puts

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

Holders
2,596
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
90
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
C
2351
Covestor
United Kingdom
$123K
SWIM
2352
Smallwood Wealth Investment Management
New Jersey
$121K
ANBT
2353
American National Bank & Trust
Texas
$119K
GWP
2354
Gen-Wealth Partners
Michigan
$119K
CA
2355
Centerpoint Advisors
Massachusetts
$118K
WOSD
2356
WFA of San Diego
California
$117K
UIA
2357
Ulland Investment Advisors
Minnesota
$115K
BCMLT
2358
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K
CWM
2359
Cranbrook Wealth Management
Michigan
$114K
MMCM
2360
Murphy & Mullick Capital Management
New York
$114K
CB
2361
Community Bank
New York
$113K
SA
2362
SRH Advisors
Kansas
$112K
BA
2363
Bellwether Advisors
Nebraska
$112K
MSWM
2364
Mowery & Schoenfeld Wealth Management
Illinois
$111K
SIC
2365
SJS Investment Consulting
Ohio
$110K
FC
2366
Family CFO
California
$108K
RFG
2367
REAP Financial Group
Texas
$108K
MEG
2368
Millstone Evans Group
Colorado
$108K
NFSG
2369
Newbridge Financial Services Group
Florida
$107K
IBOK
2370
Independence Bank of Kentucky
Kentucky
$106K
BHWM
2371
Beaird Harris Wealth Management
Texas
$105K
USB
2372
Union Savings Bank
Connecticut
$104K
TCM
2373
TruNorth Capital Management
Michigan
$104K
TCM
2374
Traub Capital Management
Massachusetts
$103K
CYG
2375
Clean Yield Group
Vermont
$102K