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Wells Fargo
WFC

Overview Fund Activity

2,589 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, 932 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,589
Holders Change
+71
Holders Change %
+2.82%
% of All Funds
34.7%
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
932
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 %
CCM
451
Channing Capital Management
Illinois
$11.6M -$49.5K -618 -0.4%
HW
452
Hancock Whitney
Mississippi
$11.6M +$2.52M +31,398 +28%
HI
453
Hoey Investments
Pennsylvania
$11.5M -$663K -8,270 -5%
PCM
454
Poehling Capital Management
Wisconsin
$11.3M -$125K -1,560 -1%
IG
455
ING Group
Netherlands
$11.2M +$790K +9,861 +8%
ECM
456
Eisler Capital Management
United Kingdom
$11.2M +$5.63M +70,337 +101%
BCM
457
Bayesian Capital Management
New York
$11M +$11M +137,400 New
DWT
458
Dorsey & Whitney Trust
South Dakota
$11M -$38.2K -477 -0.3%
CA
459
CSM Advisors
Pennsylvania
$10.9M +$60.5K +755 +0.6%
TW
460
TritonPoint Wealth
Maryland
$10.8M -$233K -2,902 -2%
PWM
461
Perigon Wealth Management
California
$10.8M -$962K -12,009 -8%
SH
462
Svenska Handelsbanken
Sweden
$10.7M +$10.7M +133,404 New
MPM
463
Meritage Portfolio Management
Kansas
$10.7M -$190K -2,376 -2%
HI
464
Horizon Investments
North Carolina
$10.5M +$4.19M +52,585 +66%
EMPI
465
Elo Mutual Pension Insurance
Finland
$10.5M +$1.74M +21,710 +20%
P
466
&Partners
Tennessee
$10.5M +$2.13M +26,568 +25%
PL
467
Parkwood LLC
Ohio
$10.5M -$425K -5,307 -4%
KPWS
468
Kestra Private Wealth Services
Texas
$10.5M +$1.1M +13,779 +12%
NEAM
469
New England Asset Management
Connecticut
$10.5M +$51.7K +645 +0.5%
PS
470
Principal Securities
Iowa
$10.4M +$1.32M +16,464 +15%
HWM
471
HB Wealth Management
Georgia
$10.4M +$1.25M +15,637 +14%
MHIC
472
Marble Harbor Investment Counsel
Massachusetts
$10.4M -$8.01K -100 -0.1%
EF
473
Empirical Finance
Pennsylvania
$10.2M +$56.4K +704 +0.6%
BCM
474
Blume Capital Management
California
$10.2M +$167K +2,087 +2%
ERP
475
Eldred Rock Partners
Texas
$10.2M -$529K -6,599 -5%
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