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Wells Fargo

2,595 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, 937 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: 2,5212,595 (+74)

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
2,595
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
T
2426
TOBAM
France
$65K
MFT
2427
Moisand Fitzgerald Tamayo
Florida
$64.4K
ATC
2428
Advantage Trust Company
Kansas
$64.1K
WA
2429
Whipplewood Advisors
Colorado
$63.9K
FC
2430
Fairscale Capital
New Hampshire
$62.9K
BP
2431
BNP Paribas
France
$62.7K
BI
2432
Binnacle Investments
Iowa
$62K
AT
2433
Avalon Trust
New Mexico
$61.7K
HCA
2434
Harbor Capital Advisors
Illinois
$61K
MSWA
2435
Marshall & Sterling Wealth Advisors
New York
$60.8K
CWM
2436
Centricity Wealth Management
Ohio
$58.7K
RFA
2437
Reyes Financial Architecture
California
$58.3K
HHMI
2438
Howard Hughes Medical Institute
Maryland
$57K
CCMW
2439
Cypress Capital Management (Wyoming)
Wyoming
$56.2K
TCM
2440
TD Capital Management
Tennessee
$55.9K
MAM
2441
Morse Asset Management
Connecticut
$55.7K
RFS
2442
Richardson Financial Services
Massachusetts
$54K
VWA
2443
Valued Wealth Advisors
Utah
$51.5K
LFASL
2444
Lugano Financial Advisors SA (LFA)
Switzerland
$50.9K
Loomis, Sayles & Company
2445
Loomis, Sayles & Company
Massachusetts
$50.3K
FGA
2446
Fortis Group Advisors
New Jersey
$49.7K
LC
2447
Lavaca Capital
Texas
$49K
AWM
2448
AllSquare Wealth Management
New York
$48.1K
MIFH
2449
Migdal Insurance & Financial Holdings
Israel
$48K
FWM
2450
FSA Wealth Management
Massachusetts
$48K