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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
GC
2401
Garde Capital
Washington
$81.5K
ATC
2402
Adirondack Trust Company
New York
$81.2K
CAM
2403
Creekmur Asset Management
Illinois
$80.6K
RAM
2404
Ramirez Asset Management
New York
$80.1K
BGA
2405
Battery Global Advisors
Massachusetts
$80.1K
OA
2406
Operose Advisors
Wisconsin
$80.1K
KFP
2407
Keener Financial Planning
Texas
$80K
BWM
2408
Bernard Wealth Management
Michigan
$79.8K
FDCP
2409
Foster Dykema Cabot & Partners
Massachusetts
$78.4K
IWM
2410
IMG Wealth Management
Florida
$75.3K
FGC
2411
Financial Gravity Companies
Texas
$74.4K
WAM
2412
WFA Asset Management
Wisconsin
$72.3K
SNB
2413
Security National Bank
Nebraska
$71.8K
OWP
2414
ORG Wealth Partners
Texas
$71.7K
CWM
2415
Crowley Wealth Management
Delaware
$71.3K
VFM
2416
Vision Financial Markets
Connecticut
$71.1K
AT
2417
Arlington Trust
Alabama
$70.7K
IRC
2418
Investors Research Corp
Georgia
$70.4K
WA
2419
WPG Advisers
Maryland
$69.7K
SRCM
2420
Signature Resources Capital Management
California
$69.3K
FMP
2421
Financial Management Professionals
Texas
$68.4K
NECFA
2422
New England Capital Financial Advisors
Connecticut
$67.2K
ABWM
2423
Alpine Bank Wealth Management
Colorado
$66.7K
PWMG
2424
Private Wealth Management Group
New Jersey
$65.7K
BL
2425
BFSG LLC
California
$65.5K