WFC icon

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 %
SC
2551
Stephens Consulting
Michigan
$7.45K +$7.45K +93 New
BFS
2552
Burkett Financial Services
South Carolina
$7.28K +$80 +1 +1%
KWM
2553
Kiker Wealth Management
Georgia
$7.19K -$3.6K -45 -33%
PWA
2554
Provenance Wealth Advisors
Florida
$7.13K – – –
PWM
2555
Parkworth Wealth Management
California
$6.57K +$3.93K +49 +148%
STB
2556
S&T Bank
Pennsylvania
$6.25K +$3.77K +47 +152%
GJIA
2557
Glass Jacobson Investment Advisors
Maryland
$5.99K -$137K -1,720 -96%
CFFP
2558
Center for Financial Planning
Michigan
$5.93K – – –
WA
2559
WestEnd Advisors
North Carolina
$5.77K -$2K -25 -26%
CF
2560
Conquis Financial
California
$5.77K – – –
CIM
2561
Contravisory Investment Management
Massachusetts
$5.69K -$1.92K -24 -25%
MPW
2562
MASECO Private Wealth
$5.43K +$5.43K +68 New
GWSA
2563
Global Wealth Strategies & Associates
Colorado
$5.29K -$10.2K -127 -66%
RI
2564
Ridgewood Investments
New Jersey
$4.97K – – –
WOC
2565
West Oak Capital
California
$4.94K -$28 -35 -0.6%
EWP
2566
Elevation Wealth Partners
California
$4.81K – – –
PS
2567
PayPay Securities
Japan
$4.81K -$80 -1 -2%
MAM
2568
Marquette Asset Management
Minnesota
$4.65K – – –
OW
2569
Olistico Wealth
Oklahoma
$4.41K – – –
EPW
2570
Evergreen Private Wealth
Colorado
$4.41K +$4.41K +55 New
DAL
2571
Delta Accumulation LLC
California
$4.12K – – –
DI
2572
DAGCO Inc
Ohio
$4.01K – – –
HIA
2573
HFM Investment Advisors
New Jersey
$3.61K +$2.08K +26 +137%
MSFP
2574
Mark Sheptoff Financial Planning
Connecticut
$3.53K +$3.53K +44 New
KHC
2575
Koesten Hirschmann & Crabtree
Kansas
$3.44K +$3.44K +43 New
101 102
103
104 105