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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 %
BGWM
2501
Bridge Generations Wealth Management
Florida
$22.5K – – –
CCM
2502
Copeland Capital Management
Pennsylvania
$20.7K – – –
DWM
2503
Dogwood Wealth Management
Kansas
$20.2K +$1.39K +17 +7%
HB
2504
Horizon Bancorp
Indiana
$20K – – –
CMP
2505
Coston McIsaac & Partners
Maine
$20K – – –
FCG
2506
Financial Connections Group
California
$19K – – –
KA
2507
Kozak & Associates
Colorado
$18.4K +$82 +1 +0.4%
HIW
2508
Holos Integrated Wealth
Pennsylvania
$18.1K – – –
CWM
2509
Consultiva Wealth Management
Puerto Rico
$16.6K – – –
ICCON
2510
Investment Counsel Company of Nevada
Nevada
$16K – – –
MAFA
2511
MJT & Associates Financial Advisory
Minnesota
$15.9K – – –
TIM
2512
Total Investment Management
Arizona
$15.8K +$15.8K +197 New
TFA
2513
Toth Financial Advisory
Virginia
$15.5K – – –
AFG
2514
Albion Financial Group
Utah
$15.3K – – –
BCM
2515
Boreal Capital Management
Florida
$15.2K +$15.2K +190 New
ACM
2516
Anfield Capital Management
California
$15.1K – – –
PS
2517
Pinney & Scofield
Massachusetts
$14.5K – – –
PP
2518
PrairieView Partners
Minnesota
$14K -$7.79K -104 -36%
MAWAG
2519
Mid-American Wealth Advisory Group
Missouri
$13.8K +$13.8K +172 New
PWA
2520
Principia Wealth Advisory
Texas
$13.5K +$2.48K +31 +23%
WCM
2521
WealthTrak Capital Management
Virginia
$12.8K -$9.94K -124 -44%
WWM
2522
Wolff Wiese Magana
California
$12.8K – – –
OLVIG
2523
Oliver Lagore Vanvalin Investment Group
Michigan
$12.6K +$12.6K +175 New
TCA
2524
Trifecta Capital Advisors
Illinois
$12.2K – – –
SC
2525
Swan Capital
Florida
$12K – – –
99 100
101
102 103