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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 %
LPT
476
Legacy Private Trust
Wisconsin
$10.2M +$1.26M +15,709 +14%
CCA
477
Cobblestone Capital Advisors
New York
$10.1M -$11.7M -146,488 -54%
GI
478
GLOBALT Investments
Georgia
$9.99M -$491K -6,131 -5%
HP
479
Hikari Power
Japan
$9.94M -$518K -6,460 -5%
BMSSC
480
B. Metzler seel. Sohn & Co
Germany
$9.9M +$294K +3,668 +3%
DA
481
DCM Advisors
New York
$9.82M +$908K +11,338 +10%
LF
482
Longbow Finance
Switzerland
$9.8M -$598K -7,459 -6%
TCM
483
Tufton Capital Management
Maryland
$9.73M -$303K -3,782 -3%
ECM
484
Estabrook Capital Management
New York
$9.72M -$146K -1,825 -1%
ALMGDA
485
AG2R La Mondiale Gestion d'Actifs
France
$9.72M – – –
LCM
486
Logan Capital Management
Pennsylvania
$9.59M -$3.77M -47,045 -28%
ASN
487
Advisory Services Network
Georgia
$9.48M +$474K +5,884 +5%
SWP
488
Stratos Wealth Partners
Ohio
$9.16M +$110K +1,378 +1%
UCI
489
Uncommon Cents Investing
Wisconsin
$9.08M -$125K -1,565 -1%
TWC
490
TD Waterhouse Canada
Ontario, Canada
$9.05M -$8.68M -106,592 -49%
RG
491
Rathbones Group
United Kingdom
$9M -$15.9K -199 -0.2%
TI
492
Tidal Investments
Wisconsin
$9M +$843K +10,517 +10%
Verition Fund Management
493
Verition Fund Management
Connecticut
$8.99M +$4.24M +52,908 +89%
SA
494
Sicart Associates
New York
$8.98M +$4.17K +52 +0%
SBFM
495
S-Bank Fund Management
Finland
$8.97M -$1.86M -23,212 -17%
SFS
496
Sowell Financial Services
Arkansas
$8.85M -$55.8K -696 -0.6%
CRC
497
Curi RMB Capital
Illinois
$8.8M +$7.73M +96,430 +719%
IWC
498
Integrated Wealth Concepts
Massachusetts
$8.77M -$790K -9,860 -8%
WT
499
Whittier Trust
California
$8.75M -$82.5K -1,030 -0.9%
OAM
500
Oppenheimer Asset Management
New York
$8.72M -$368K -4,597 -4%
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