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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
PWM
2351
Proathlete Wealth Management
Florida
$135K
RL
2352
Rogco LP
Oklahoma
$133K
LAMC
2353
Longview Asset Management (California)
California
$132K
OAJ
2354
Ogorek Anthony Joseph
New York
$129K
CHC
2355
City Holding Co
West Virginia
$129K
PWMG
2356
Prestige Wealth Management Group
New Jersey
$129K
HCM
2357
Hollencrest Capital Management
California
$124K
BWL
2358
Bogart Wealth LLC
Virginia
$124K
C
2359
Covestor
United Kingdom
$123K
SWIM
2360
Smallwood Wealth Investment Management
New Jersey
$121K
ANBT
2361
American National Bank & Trust
Texas
$119K
GWP
2362
Gen-Wealth Partners
Michigan
$119K
CA
2363
Centerpoint Advisors
Massachusetts
$118K
WOSD
2364
WFA of San Diego
California
$117K
UIA
2365
Ulland Investment Advisors
Minnesota
$115K
BCMLT
2366
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K
CWM
2367
Cranbrook Wealth Management
Michigan
$114K
MMCM
2368
Murphy & Mullick Capital Management
New York
$114K
CB
2369
Community Bank
New York
$113K
SA
2370
SRH Advisors
Kansas
$112K
BA
2371
Bellwether Advisors
Nebraska
$112K
MSWM
2372
Mowery & Schoenfeld Wealth Management
Illinois
$111K
SIC
2373
SJS Investment Consulting
Ohio
$110K
FC
2374
Family CFO
California
$108K
RFG
2375
REAP Financial Group
Texas
$108K