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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
TIM
2451
Tortoise Investment Management
New York
$47.9K
WCAMG
2452
Woodard & Company Asset Management Group
North Carolina
$47.1K
HC
2453
Hurley Capital
New York
$46.5K
BAM
2454
Byrne Asset Management
New Jersey
$46.5K
BC
2455
Barrett & Company
Rhode Island
$46.2K
OWA
2456
Opal Wealth Advisors
New York
$46.1K
MDA
2457
Minot DeBlois Advisors
Massachusetts
$45.7K
SJIM
2458
St. Johns Investment Management
Florida
$44.3K
AIC
2459
Archer Investment Corporation
Indiana
$43K
VC
2460
Vestor Capital
Illinois
$43K
PHK
2461
Point72 Hong Kong
Hong Kong
$42.7K
QWM
2462
Quaker Wealth Management
New Jersey
$42.6K
PPC
2463
Park Place Capital
Alabama
$42.5K
BCPWM
2464
Bradley & Co Private Wealth Management
Florida
$41.7K
TWD
2465
True Wealth Design
Ohio
$41.5K
BOJHT
2466
Bank of Jackson Hole Trust
Wyoming
$40.5K
RPA
2467
Redwood Park Advisors
California
$40.4K
BTD
2468
BankPlus Trust Department
Mississippi
$40.1K
GWS
2469
Greykasell Wealth Strategies
California
$40.1K
FLFS
2470
Family Legacy Financial Solutions
North Carolina
$40.1K
BOTPPF
2471
Board of the Pension Protection Fund
United Kingdom
$40.1K
PGAM
2472
Princeton Global Asset Management
New Jersey
$39.9K
PP
2473
PFS Partners
New Jersey
$38.6K
SHIM
2474
Stone House Investment Management
Pennsylvania
$38.5K
MLA
2475
MB, Levis & Associates
Pennsylvania
$37.3K