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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 %
AEPWM
2526
Atlantic Edge Private Wealth Management
Florida
$12K – – –
GTAM
2527
Global Trust Asset Management
Florida
$11.9K – – –
M
2528
MOTCO
Texas
$11.7K -$21.2K -263 -64%
RAM
2529
Riggs Asset Management
Pennsylvania
$11.5K – – –
ACA
2530
Atlas Capital Advisors
Wyoming
$10.9K – – –
SC
2531
Solstein Capital
California
$10.9K +$10.9K +136 New
AP
2532
Aspect Partners
Virginia
$10.8K +$80 +1 +0.7%
HFS
2533
Horizon Financial Services
North Carolina
$10.7K +$1.6K +20 +18%
Fuller & Thaler Asset Management
2534
Fuller & Thaler Asset Management
California
$10.6K -$8.06M -100,836 -100%
NRG
2535
Nemes Rush Group
Michigan
$10.6K +$2.24K +28 +27%
BIM
2536
Breakwater Investment Management
Washington
$10.4K – – –
GWM
2537
Gitterman Wealth Management
New Jersey
$9.78K +$9.78K +122 New
IA
2538
IFS Advisors
Kansas
$9.45K – – –
CWA
2539
Carolina Wealth Advisors
South Carolina
$9.05K – – –
EWA
2540
EQ Wealth Advisors
Texas
$8.97K – – –
MAS
2541
MPWM Advisory Solutions
Georgia
$8.71K -$1.92K -24 -18%
GFL
2542
Granite FO LLC
New Hampshire
$8.65K – – –
DWM
2543
Darwin Wealth Management
Florida
$8.61K – – –
LFA
2544
LGT Financial Advisors
Texas
$8.57K +$8.57K +107 New
DFA
2545
DHJJ Financial Advisors
Illinois
$8.41K – – –
EAM
2546
Eukles Asset Management
Ohio
$8.09K – – –
TLA
2547
Tanglewood Legacy Advisors
Texas
$8.01K – – –
HFS
2548
Hopwood Financial Services
Virginia
$8.01K – – –
MBFW
2549
Morton Brown Family Wealth
Pennsylvania
$8.01K – – –
TFM
2550
TFC Financial Management
Massachusetts
$7.45K -$2.4K -30 -24%
100 101
102
103 104