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Wells Fargo
WFC

Overview Fund Activity

2,587 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, 1,061 increasing their positions, 931 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,587
Holders Change
+69
Holders Change %
+2.74%
% of All Funds
34.68%
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
1,061
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 %
LIS
2576
Legacy Investment Solutions
Idaho
$2.89K +$2.89K +36 New
FF
2577
Friedenthal Financial
New Jersey
$2.64K +$2.64K +33 New
PWM
2578
Puff Wealth Management
New Jersey
$2.5K +$2.47K +2,468 +8,814%
NRWA
2579
North Ridge Wealth Advisors
Oregon
$2.4K – – –
DF
2580
DecisionPoint Financial
Arizona
$2.2K +$2.2K +27 New
BFS
2581
Bare Financial Services
Pennsylvania
$2.16K -$1.04K -13 -33%
DWA
2582
Delos Wealth Advisors
Texas
$2.08K +$2.08K +26 New
VWM
2583
Valley Wealth Managers
New Jersey
$2.08K -$28.8K -360 -93%
IAS
2584
IMA Advisory Services
Colorado
$1.92K +$1.92K +24 New
PA
2585
Pineridge Advisors
Missouri
$1.2K +$1.2K +15 New
CWM
2586
Copia Wealth Management
Oregon
$481 – – –
SVWA
2587
Sarver Vrooman Wealth Advisors
Missouri
$400 – – –
WCM
2588
Westend Capital Management
California
$183 – – –
FW
2589
Fairway Wealth
Ohio
$1 -$1 – –
Holocene Advisors
2590
Holocene Advisors
New York
– -$227M -3,157,091 Closed
Point72 Asset Management
2591
Point72 Asset Management
Connecticut
– -$142M -1,980,049 Closed
IAIM
2592
International Assets Investment Management
Florida
– -$2.05M -947,716 Closed
CF
2593
Corebridge Financial
Texas
– -$52.7M -733,540 Closed
JCM
2594
Junto Capital Management
New York
– -$39.8M -554,092 Closed
SIG
2595
Senator Investment Group
New York
– -$35.9M -500,000 Closed
PC
2596
PointState Capital
New York
– -$21.1M -294,085 Closed
WorldQuant Millennium Advisors
2597
WorldQuant Millennium Advisors
New York
– -$20.8M -289,635 Closed
FGP
2598
Freestone Grove Partners
California
– -$16.7M -232,518 Closed
GL
2599
Governors Lane
New York
– -$13.8M -192,700 Closed
MCM
2600
Moore Capital Management
New York
– -$13.6M -188,876 Closed
102 103
104
105 106