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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 %
BAM
2651
Blueshift Asset Management
New Jersey
– -$371K -5,169 Closed
FAIM
2652
Financial Advocates Investment Management
Washington
– -$368K -5,124 Closed
EFL
2653
ERn Financial LLC
Wisconsin
– -$346K -4,814 Closed
CCB
2654
Cutter & Co Brokerage
Missouri
– -$345K -4,803 Closed
QFW
2655
QTR Family Wealth
Florida
– -$329K -4,580 Closed
ARC
2656
Advisor Resource Council
Texas
– -$326K -4,536 Closed
JSSH
2657
J. Safra Sarasin Holding
– -$323K -4,500 Closed
CC
2658
Centiva Capital
New York
– -$315K -4,393 Closed
CM
2659
Capula Management
Cayman Islands
– -$314K -4,368 Closed
SFC
2660
Strategic Financial Concepts
Texas
– -$300K -4,174 Closed
BWMG
2661
Barnes Wealth Management Group
California
– -$283K -3,944 Closed
DCM
2662
Donaldson Capital Management
Indiana
– -$281K -3,919 Closed
GWM
2663
Guardian Wealth Management
Illinois
– -$277K -3,858 Closed
DO
2664
denkapparat Operations
Germany
– -$274K -3,810 Closed
WG
2665
Wealth Group
North Carolina
– -$255K -3,554 Closed
CCG
2666
Catalina Capital Group
California
– -$255K -3,554 Closed
WAL
2667
W Advisors LLC
Tennessee
– -$253K -3,531 Closed
LSWP
2668
Liberty Square Wealth Partners
Pennsylvania
– -$249K -3,465 Closed
NJBEST
2669
New Jersey Better Educational Savings Trust
New Jersey
– -$244K -3,398 Closed
BPAMU
2670
BTG Pactual Asset Management US
New York
– -$239K -3,335 Closed
BFA
2671
Buttonwood Financial Advisors
Maryland
– -$238K -3,315 Closed
IWP
2672
Invenio Wealth Partners
Florida
– -$233K -3,248 Closed
PA
2673
PharVision Advisers
Florida
– -$225K -3,137 Closed
CWA
2674
CM Wealth Advisors
Ohio
– -$223K -3,110 Closed
GL
2675
GHE LLC
Tennessee
– -$217K -3,028 Closed
105 106
107
108 109