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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
HNW
2401
High Note Wealth
Minnesota
$87.3K
OIA
2402
Optimum Investment Advisors
Illinois
$86.2K
CTB
2403
Country Trust Bank
Illinois
$85.6K
FFA
2404
Frazier Financial Advisors
Ohio
$85K
CPG
2405
Cornerstone Planning Group
New Jersey
$84.8K
WIM
2406
Westside Investment Management
California
$84.3K
PW
2407
Pandora Wealth
Illinois
$84.1K
PAI
2408
Pittenger & Anderson Inc
Nebraska
$82.9K
GC
2409
Garde Capital
Washington
$81.5K
ATC
2410
Adirondack Trust Company
New York
$81.2K
CAM
2411
Creekmur Asset Management
Illinois
$80.6K
RAM
2412
Ramirez Asset Management
New York
$80.1K
BGA
2413
Battery Global Advisors
Massachusetts
$80.1K
OA
2414
Operose Advisors
Wisconsin
$80.1K
KFP
2415
Keener Financial Planning
Texas
$80K
BWM
2416
Bernard Wealth Management
Michigan
$79.8K
FDCP
2417
Foster Dykema Cabot & Partners
Massachusetts
$78.4K
IWM
2418
IMG Wealth Management
Florida
$75.3K
FGC
2419
Financial Gravity Companies
Texas
$74.4K
WAM
2420
WFA Asset Management
Wisconsin
$72.3K
SNB
2421
Security National Bank
Nebraska
$71.8K
OWP
2422
ORG Wealth Partners
Texas
$71.7K
CWM
2423
Crowley Wealth Management
Delaware
$71.3K
VFM
2424
Vision Financial Markets
Connecticut
$71.1K
AT
2425
Arlington Trust
Alabama
$70.7K