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Wells Fargo & Company/mn
Wells Fargo & Company is an American multinational financial services company headquartered in San Francisco, CA, known as one of the 'Big Four' banks in the United States. Founded in 1852, the firm operates in over 35 countries and serves more than 70 million customers globally, offering services in banking, investment, mortgage, and consumer and commercial finance. It employs approximately 230,000 people as of 2024 and is designated as a systemically important financial institution.
Investment Strategy
Wells Fargo's investment strategy focuses on delivering diversified financial services across banking, investment management, and wealth management to retail, corporate, government, and institutional clients. The firm leverages deep industry expertise, integrated advisory, fiduciary, and portfolio management, and a unique cross-selling approach to encourage clients to utilize a broad array of financial solutions. Their approach includes discretionary portfolio management, wealth planning, retirement services, and tailored investment advisory across both traditional and alternative asset classes.
Latest 13F Filing Activity
Wells Fargo & Company/mn filed their most recent 13F report on Jun 30, 2025 disclosing 6,040 equity positions and 459 options positions with a total 13F market value of $483B. The fund increased holdings in SPDR S&P 500 Etf TR, Microsoft Corp., Broadcom Inc. among other positions. Wells Fargo & Company/mn reduced exposure to Unitedhealth Group Inc., Apple Inc., Invesco QQQ TR among others.
Top Holdings
Equity Positions (6,040)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.41% | $16.46B | 33,100,208 | $69.89 | $497.41 | +$4.14B |
S SPY | SPDR S&P 500 ETF TR | 2.56% | $12.38B | 20,041,967 | $501.65 | $617.85 | +$4.77B |
A AAPL | APPLE INC | 2.45% | $11.85B | 57,763,731 | $29.30 | $205.17 | -$908.1M |
I IVV | ISHARES TR | 2.27% | $10.99B | 17,705,487 | $279.94 | $620.90 | +$1.02B |
N NVDA | NVIDIA CORPORATION | 1.87% | $9.06B | 57,317,603 | $25.36 | $157.99 | +$2.57B |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | Bought | Put | $3.91B | 70,870 | $551.64 | $449.61 | +34,006 | +$2.18B |
Q QQQ | INVESCO QQQ TR | Bought | Call | $2.77B | 50,262 | $551.64 | $392.57 | +10,205 | +$894.3M |
I IWM | ISHARES TR | Bought | Put | $2.42B | 112,299 | $215.79 | $196.55 | +3,484 | +$252.5M |
S SPY | SPDR S&P 500 ETF TR | Sold | Put | $2.37B | 38,423 | $617.85 | $543.74 | -14,144 | -$566.6M |
I IWM | ISHARES TR | Bought | Call | $2.16B | 100,267 | $215.79 | $198.39 | +10,138 | +$365.7M |
Industry Allocation
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