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Wells Fargo
WFC

Overview Fund Activity

2,588 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, 931 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+70
Holders Change %
+2.78%
% of All Funds
34.69%
Holding in Top 10
91
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.64%
% of All Funds
1.22%
New
231
Increased
1,062
Reduced
931
Closed
117
Calls
$4.61B
Puts
$5.33B
Net Calls
-$726M
Net Calls Change
-$476M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$799M
2
Bank of America
Bank of America
North Carolina
+$624M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$472M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$428M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$322M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$631M
2
Dodge & Cox
Dodge & Cox
California
-$551M
3
DZ Bank
DZ Bank
Germany
-$486M
4
BlackRock
BlackRock
New York
-$481M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$475M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
2476
Nova Wealth Management
Florida
$34.3K +$18.2K +227 +113%
SIS
2477
Strategic Investment Solutions
Illinois
$34.2K – – –
DF
2478
Dunhill Financial
United Kingdom
$33.8K -$8.42K -105 -20%
ACM
2479
Accent Capital Management
Ohio
$32.4K – – –
KPP
2480
Kings Path Partners
Texas
$32K – – –
CAM
2481
Costello Asset Management
Pennsylvania
$31.9K – – –
CFS
2482
CGC Financial Services
Oregon
$31.7K +$9.29K +116 +41%
KG
2483
Kilter Group
New York
$31K +$31K +387 New
MWM
2484
Mascoma Wealth Management
New Hampshire
$30.4K – – –
T
2485
Tidemark
California
$28.6K +$4.97K +62 +21%
CIAS
2486
CBIZ Investment Advisory Services
Ohio
$28.2K -$2K -25 -7%
MIM
2487
Meridiem Investment Management
United Kingdom
$28K – – –
EPIMS
2488
Evelyn Partners Investment Management Services
$27.3K +$27.3K +910 New
EPIM
2489
Evelyn Partners Investment Management
$27.2K +$22K +3,127 +417%
RTL
2490
Red Tortoise LLC
Georgia
$26.9K – – –
MSG
2491
Main Street Group
Virginia
$25.6K – – –
RS
2492
Rakuten Securities
Japan
$25.5K -$40.9K -511 -62%
AIM
2493
Access Investment Management
Georgia
$25.3K +$25.3K +316 New
NOI
2494
Newton One Investments
Delaware
$24.7K +$160 +2 +0.7%
RWS
2495
Retirement Wealth Solutions
Wisconsin
$24.2K – – –
IMC
2496
Investment Management Corporation
Virginia
$24.2K – – –
BCM
2497
Berbice Capital Management
New York
$24K – – –
CIAM
2498
Caitong International Asset Management
Hong Kong
$24K +$22.8K +284 +1,775%
AWM
2499
Activest Wealth Management
Florida
$23.5K -$44K -549 -65%
CMA
2500
Cedar Mountain Advisors
Oregon
$22.8K -$3.61K -45 -14%
98 99
100
101 102