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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 %
BL
2676
Balentine LLC
Georgia
– -$214K -2,984 Closed
IW
2677
Instrumental Wealth
Florida
– -$207K -2,963 Closed
FA
2678
FDx Advisors
Illinois
– -$212K -2,958 Closed
ZF
2679
Zhang Financial
Michigan
– -$212K -2,954 Closed
LMKC
2680
L.M. Kohn & Company
Ohio
– -$204K -2,836 Closed
MWM
2681
MGB Wealth Management
Texas
– -$202K -2,819 Closed
SFG
2682
Stonebridge Financial Group
Pennsylvania
– -$169K -2,360 Closed
AIM
2683
Acropolis Investment Management
Missouri
– -$153K -2,133 Closed
GFPC
2684
Global Financial Private Client
Florida
– -$152K -2,118 Closed
PA
2685
PSI Advisors
Florida
– -$144K -2,012 Closed
CWC
2686
Carolinas Wealth Consulting
North Carolina
– -$144K -2,001 Closed
GS
2687
Gagnon Securities
New York
– -$138K -1,925 Closed
RTC
2688
Riverview Trust Company
Washington
– -$123K -1,710 Closed
RMP
2689
Richards, Merrill & Peterson
Washington
– -$110K -1,532 Closed
SCB
2690
Saudi Central Bank
Saudi Arabia
– -$92.9K -1,294 Closed
PPA
2691
Painted Porch Advisors
California
– -$50.6K -705 Closed
XC
2692
XY Capital
Hong Kong
– -$47.2K -657 Closed
HH
2693
HWG Holdings
Texas
– -$37.7K -525 Closed
MFA
2694
McClarren Financial Advisors
Pennsylvania
– -$35K -506 Closed
AF
2695
Abound Financial
California
– -$17.7K -247 Closed
CRFG
2696
Columbia River Financial Group
Washington
– -$13K -191 Closed
NA
2697
Nordwand Advisors
Pennsylvania
– -$11.5K -160 Closed
SIM
2698
Synergy Investment Management
Florida
– -$10.3K -144 Closed
WW
2699
Winnow Wealth
Texas
– -$8.26K -115 Closed
HHGA
2700
Halbert Hargrove Global Advisors
California
– -$7.94K -111 Closed
105 106 107
108
109