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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 %
UAM
526
Unison Asset Management
Florida
$7.93M +$104K +1,303 +1%
HCM
527
Hutchinson Capital Management
California
$7.89M – – –
CA
528
Clearstead Advisors
Ohio
$7.78M +$1M +12,512 +15%
RRAM
529
River Road Asset Management
Kentucky
$7.75M +$7.75M +96,144 New
FFA
530
Farther Finance Advisors
California
$7.74M +$706K +8,809 +10%
EGM
531
Engineers Gate Manager
New York
$7.71M +$6.08M +75,827 +372%
IIM
532
Intact Investment Management
Quebec, Canada
$7.67M -$569K -7,100 -7%
QC
533
Quadrature Capital
United Kingdom
$7.65M +$7.65M +95,591 New
DS
534
DRW Securities
Illinois
$7.61M -$1.26M -15,738 -14%
AIMCA
535
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.61M -$6.04M -75,363 -44%
WAM
536
Winslow Asset Management
Ohio
$7.54M +$78.5K +980 +1%
TC
537
TownSquare Capital
Utah
$7.47M -$28.3M -352,835 -79%
MDCM
538
Morgan Dempsey Capital Management
Wisconsin
$7.4M +$1.5M +18,661 +25%
OBAM
539
ODDO BHF Asset Management
France
$7.38M -$139K -1,732 -2%
DWA
540
Dorsey Wright & Associates
California
$7.38M +$5.17M +64,535 +235%
Assenagon Asset Management
541
Assenagon Asset Management
Luxembourg
$7.37M -$53.2K -664 -0.7%
WIA
542
World Investment Advisors
California
$7.36M +$334K +4,167 +5%
TW
543
Trajan Wealth
Arizona
$7.35M +$1.18M +14,720 +19%
Group One Trading
544
Group One Trading
Illinois
$7.32M +$7.11M +88,781 +3,402%
Twin Tree Management
545
Twin Tree Management
Texas
$7.32M +$1.02M +12,704 +16%
BBWA
546
Bell & Brown Wealth Advisors
California
$7.31M -$45.3K -565 -0.6%
HAI
547
Hennessy Advisors Inc
California
$7.29M -$80.1K -1,000 -1%
BCCM
548
Black Cypress Capital Management
Florida
$7.29M -$3.3M -41,189 -31%
UB
549
UMB Bank
Missouri
$7.28M -$250K -3,124 -3%
CK
550
Cohen Klingenstein
New York
$7.28M – – –
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