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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 %
NCM
251
Nearwater Capital Markets
Ireland
$40.1M -$14M -175,000 -26%
PFSRSONJ
252
Police & Firemen's Retirement System of New Jersey
New Jersey
$39.6M +$1.27M +15,824 +3%
Daiwa Securities Group
253
Daiwa Securities Group
Japan
$39.4M +$1.31M +16,301 +3%
N
254
Natixis
France
$39.3M -$36.4M -454,243 -48%
MNA
255
Manning & Napier Advisors
New York
$38.8M -$7.71M -96,242 -17%
CGH
256
Crossmark Global Holdings
Texas
$38.5M +$610K +7,613 +2%
WCM
257
Wedge Capital Management
North Carolina
$38.2M -$713K -8,902 -2%
Bank of Nova Scotia
258
Bank of Nova Scotia
Ontario, Canada
$38.2M -$51.2M -639,080 -57%
CSIC
259
Clifford Swan Investment Counsel
California
$37.7M -$1.3M -16,239 -3%
Federated Hermes
260
Federated Hermes
Pennsylvania
$37.7M -$1.7M -21,236 -4%
WP
261
Waycross Partners
Kentucky
$37.6M +$1.19M +14,873 +3%
YCM
262
Yousif Capital Management
Michigan
$37.5M -$896K -11,188 -2%
Osaic Holdings
263
Osaic Holdings
Arizona
$36.3M +$5.64M +77,968 +18%
LWIC
264
Leith Wheeler Investment Counsel
British Columbia, Canada
$36M -$18.6M -232,143 -34%
Janus Henderson Group
265
Janus Henderson Group
United Kingdom
$35.8M +$1.58M +19,764 +5%
NYLIM
266
New York Life Investment Management
New York
$35.5M +$221K +2,762 +0.6%
VMPIC
267
Varma Mutual Pension Insurance Co
Finland
$35.3M -$1.9M -23,700 -5%
SMDAM
268
Sumitomo Mitsui DS Asset Management
Japan
$35.3M +$829K +10,349 +2%
MC
269
Mount Capital
United Kingdom
$34.6M -$16.1M -200,930 -32%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$34.3M -$852K -10,630 -2%
AWM
271
AE Wealth Management
Kansas
$33.9M +$3.95M +49,265 +13%
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$33.8M +$503K +6,281 +2%
OIAM
273
OFI Invest Asset Management
France
$33.7M +$33.7M +494,458 New
DAM
274
Delta Asset Management
Tennessee
$33.6M -$504K -6,287 -1%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$33.5M +$1.84M +23,026 +6%
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