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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 %
SIM
351
Sprucegrove Investment Management
Ontario, Canada
$20.5M +$2.19M +27,344 +12%
CM
352
Churchill Management
California
$20.4M +$273K +3,409 +1%
HIC
353
Harbor Island Capital
Massachusetts
$20.4M -$1.71M -21,401 -8%
Brown Advisory
354
Brown Advisory
Maryland
$20.3M +$702K +8,767 +4%
AIM
355
Achmea Investment Management
Netherlands
$20.1M -$3.95M -49,356 -16%
EF
356
Empowered Funds
Pennsylvania
$20M +$867K +10,819 +5%
Focus Partners Wealth
357
Focus Partners Wealth
Massachusetts
$20M +$4.06M +50,718 +25%
LAM
358
Lountzis Asset Management
Pennsylvania
$20M – – –
BAM
359
Berkshire Asset Management
Pennsylvania
$19.4M -$13.3K -166 -0.1%
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$19.3M -$30.4K -380 -0.2%
NIG
361
NFJ Investment Group
Texas
$19.2M +$242K +3,025 +1%
KA
362
KLCM Advisors
Wisconsin
$19.2M -$191K -2,387 -1%
PAG
363
Private Advisor Group
New Jersey
$19.1M +$1.34M +16,730 +8%
DADC
364
D.A. Davidson & Co
Montana
$18.6M +$120K +1,494 +0.6%
CFO
365
Callan Family Office
Pennsylvania
$18.5M +$12.5M +155,626 +208%
MSU
366
Mizuho Securities USA
New York
$18M -$3.08M -38,432 -15%
LMIM
367
Lockheed Martin Investment Management
Maryland
$17.8M -$21.7M -271,100 -55%
CTA
368
Chesley Taft & Associates
Illinois
$17.7M +$974K +12,160 +6%
MAA
369
Matrix Asset Advisors
New York
$17.6M -$159K -1,986 -0.9%
GAM
370
Griffin Asset Management
New York
$17.6M -$309K -3,855 -2%
CIS
371
Connors Investor Services
Pennsylvania
$17.5M -$180K -2,241 -1%
Alyeska Investment Group
372
Alyeska Investment Group
Illinois
$17.5M -$96.8M -1,208,306 -85%
MHC
373
Meyer Handelman Company
New York
$17.5M -$80.1K -1,000 -0.5%
CL
374
Choreo LLC
Illinois
$17.5M -$1.14M -14,225 -6%
BCI
375
Brinker Capital Investments
Pennsylvania
$17.4M +$5.24M +65,356 +43%
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