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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
MEG
2376
Millstone Evans Group
Colorado
$108K
NFSG
2377
Newbridge Financial Services Group
Florida
$107K
IBOK
2378
Independence Bank of Kentucky
Kentucky
$106K
BHWM
2379
Beaird Harris Wealth Management
Texas
$105K
USB
2380
Union Savings Bank
Connecticut
$104K
TCM
2381
TruNorth Capital Management
Michigan
$104K
TCM
2382
Traub Capital Management
Massachusetts
$103K
CYG
2383
Clean Yield Group
Vermont
$102K
RWM
2384
RMG Wealth Management
Wisconsin
$101K
TFGT
2385
TS Financial Group (TSFG)
Illinois
$99K
IRAG
2386
Investment Research & Advisory Group
Georgia
$98.1K
AIM
2387
Arcadia Investment Management
Michigan
$97.8K
MIM
2388
Manitou Investment Management
Ontario, Canada
$97.7K
BONH
2389
Bank of New Hampshire
New Hampshire
$97.7K
FFL
2390
Financial Freedom LLC
Ohio
$97K
FMTCOCP
2391
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$97K
FP
2392
Financial Perspectives
Minnesota
$94.8K
OPTFSNA
2393
Old Point Trust & Financial Services N A
Virginia
$94.8K
HC
2394
Hoese & Co
Minnesota
$94.1K
SVCP
2395
Silicon Valley Capital Partners
California
$93.6K
PFG
2396
Putney Financial Group
California
$89.8K
TC
2397
Truvestments Capital
Florida
$88.9K
RJA
2398
Ross\Johnson & Associates
Minnesota
$88.2K
CCM
2399
Carderock Capital Management
Maryland
$88.1K
AWM
2400
Atticus Wealth Management
Florida
$87.7K