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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 %
Two Sigma Investments
401
Two Sigma Investments
New York
$15.1M +$10.7M +133,943 +244%
AUB
402
Atlantic Union Bankshares
Virginia
$15.1M +$798K +9,956 +6%
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$15M +$11.3M +141,626 +311%
UCFA
404
United Capital Financial Advisors
Texas
$14.9M -$990K -12,356 -6%
GIM
405
Grassi Investment Management
California
$14.9M +$240 +3 +0%
PA
406
Pinnacle Associates
New York
$14.7M -$275K -3,430 -2%
NAM
407
NorthCrest Asset Manangement
Minnesota
$14.6M -$248K -2,969 -2%
ELC
408
Edgar Lomax Company
Virginia
$14.6M -$235K -2,935 -2%
JG
409
Jain Global
New York
$14.6M +$13.8M +172,484 +1,840%
MCM
410
MAI Capital Management
Ohio
$14.5M -$79.7K -995 -0.5%
CWA
411
Consilium Wealth Advisory
Texas
$14.2M +$40.3K +503 +0.3%
Lido Advisors
412
Lido Advisors
California
$14.1M -$1.75M -21,892 -11%
NG
413
NatWest Group
United Kingdom
$14M -$407K -5,076 -3%
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$14M -$394K -4,919 -3%
VLKIM
415
Van Lanschot Kempen Investment Management
Netherlands
$13.9M +$6.67M +83,302 +92%
MAM
416
Mark Asset Management
New York
$13.8M -$4.6M -57,427 -25%
NB
417
Norinchukin Bank
Japan
$13.8M +$211K +2,636 +2%
LSERS
418
Louisiana State Employees Retirement System
Louisiana
$13.8M -$417K -5,200 -3%
SCM
419
SKBA Capital Management
California
$13.7M +$2.72M +33,900 +25%
PEAK6
420
PEAK6
Illinois
$13.6M +$6.85M +85,452 +101%
SAM
421
Securian Asset Management
Minnesota
$13.6M -$327K -4,080 -2%
FAT
422
First American Trust
California
$13.5M +$352K +4,399 +3%
GIBU
423
Gulf International Bank (UK)
United Kingdom
$13.5M -$1.62M -20,159 -11%
KAS
424
Kestra Advisory Services
Texas
$13.4M +$641K +8,006 +5%
MGP
425
Metis Global Partners
California
$13.4M -$1.79M -22,303 -12%
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