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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 %
EWA
326
EP Wealth Advisors
California
$23.9M +$4.65M +58,083 +24%
LGF
327
LGT Group Foundation
Liechtenstein
$23.7M +$257K +3,210 +1%
Pacer Advisors
328
Pacer Advisors
Pennsylvania
$23.6M +$2.82M +35,252 +14%
FCMC
329
Founders Capital Management (Connecticut)
Connecticut
$23.3M -$28.7K -358 -0.1%
EDRH
330
Edmond de Rothschild Holding
Switzerland
$23.1M +$4.74M +59,178 +26%
BAMF
331
BI Asset Management Fondsmaeglerselskab
Denmark
$23.1M +$3.84M +47,922 +20%
Robeco Institutional Asset Management
332
Robeco Institutional Asset Management
Netherlands
$23.1M -$19.4M -241,784 -46%
CAM
333
Cresset Asset Management
Illinois
$23M -$1.19M -14,818 -5%
Lazard Asset Management
334
Lazard Asset Management
New York
$23M -$6.13M -76,541 -21%
FAM
335
Fred Alger Management
New York
$22.8M -$6.94M -86,670 -23%
ECM
336
ExodusPoint Capital Management
New York
$22.6M +$22.6M +282,518 New
CLGM
337
Capitolis Liquid Global Markets
New York
$22.6M -$18.8M -235,000 -45%
Man Group
338
Man Group
United Kingdom
$22.5M -$13.1M -163,349 -37%
OPERF
339
Oregon Public Employees Retirement Fund
Oregon
$22.5M -$104K -1,300 -0.5%
SDIC
340
South Dakota Investment Council
South Dakota
$22.5M -$9.34M -116,629 -29%
JAM
341
Jupiter Asset Management
United Kingdom
$22.2M +$15.9M +198,096 +251%
SAM
342
SP Asset Management
California
$21.9M +$124K +1,543 +0.6%
SC
343
Scotia Capital
Ontario, Canada
$21.7M -$120K -1,504 -0.6%
PTEAP
344
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$21.6M – – –
Simplex Trading
345
Simplex Trading
Illinois
$21.3M +$3.11M +38,763 +17%
AI
346
Atria Investments
North Carolina
$21.2M +$2.81M +35,123 +15%
CBUSF
347
Construction & Building Unions Superannuation Fund
Australia
$21.2M +$12.5M +156,174 +145%
William Blair & Company
348
William Blair & Company
Illinois
$21.1M -$1.52M -18,990 -7%
NIM
349
NEOS Investment Management
Connecticut
$20.7M +$2.63M +32,874 +15%
AHB
350
Abner Herrman & Brock
New Jersey
$20.7M -$2.39M -29,855 -10%
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