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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 %
LA
2626
Legacy Advisors
Pennsylvania
– -$1.05M -14,637 Closed
FC
2627
FORA Capital
Florida
– -$925K -12,890 Closed
QC
2628
Quantessence Capital
New York
– -$842K -11,725 Closed
AIP
2629
Arrowpoint Investment Partners
Singapore
– -$840K -11,700 Closed
BIP
2630
Blueprint Investment Partners
North Carolina
– -$824K -11,482 Closed
PAP
2631
Persistent Asset Partners
Hong Kong
– -$773K -10,765 Closed
NERM
2632
New England Research & Management
Illinois
– -$762K -10,610 Closed
KA
2633
KDT Advisors
New York
– -$718K -10,000 Closed
GS
2634
GWN Securities
Florida
– -$671K -8,918 Closed
KA
2635
Kerrisdale Advisers
Florida
– -$635K -8,851 Closed
TL
2636
Tradewinds LLC
North Carolina
– -$621K -8,656 Closed
IUHSA
2637
Itau Unibanco Holding S.A.
Brazil
– -$616K -8,581 Closed
FA
2638
Fiducient Advisors
Illinois
– -$574K -8,000 Closed
WAM
2639
Worth Asset Management
Texas
– -$549K -7,649 Closed
SC
2640
SummitTX Capital
Texas
– -$548K -7,628 Closed
PCM
2641
Prelude Capital Management
New York
– -$542K -7,554 Closed
JWBC
2642
John W. Brooker & Co
California
– -$508K -7,075 Closed
TFF
2643
The Family Firm
Maryland
– -$436K -6,080 Closed
DACS
2644
Dymon Asia Capital (Singapore)
Singapore
– -$424K -5,911 Closed
GCA
2645
Gallagher Capital Advisors
Texas
– -$412K -5,733 Closed
BI
2646
Ballast Inc
Kentucky
– -$408K -5,690 Closed
SRA
2647
Secured Retirement Advisors
Minnesota
– -$408K -5,685 Closed
BA
2648
Bristlecone Advisors
Washington
– -$392K -5,464 Closed
EWA
2649
ERTS Wealth Advisors
Michigan
– -$389K -5,425 Closed
CP
2650
CenterBook Partners
Connecticut
– -$382K -5,321 Closed
104 105
106
107 108