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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 %
BFG
551
Beacon Financial Group
Texas
$7.21M -$435K -5,435 -6%
KRSITF
552
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.17M -$497K -6,206 -6%
MTIM
553
Marathon Trading Investment Management
Pennsylvania
$7.16M -$401K -5,000 -5%
EP
554
Edgestream Partners
New Jersey
$7.13M +$7.13M +88,986 New
GFA
555
Gifford Fong Associates
California
$7.06M – – –
HCM
556
Hodges Capital Management
Texas
$7.03M +$127K +1,591 +2%
XT
557
XTX Topco
Cayman Islands
$7.02M +$7.02M +87,666 New
WAS
558
Wesleyan Assurance Society
United Kingdom
$6.93M – – –
WFC
559
Western Financial Corp
California
$6.92M -$788K -9,835 -10%
QCG
560
Quadrant Capital Group
Ohio
$6.92M +$1.74M +21,718 +34%
VA
561
Vident Advisory
Georgia
$6.88M +$465K +5,801 +7%
SI
562
Stephens Inc
Arkansas
$6.88M +$178K +2,224 +3%
GCM
563
Gibraltar Capital Management
Oklahoma
$6.85M -$380K -4,747 -5%
MCM
564
Mill Capital Management
North Carolina
$6.82M – – –
HFS
565
Hantz Financial Services
Michigan
$6.81M -$271K -3,384 -4%
MWM
566
Mission Wealth Management
California
$6.8M -$120K -1,500 -2%
CIA
567
Concurrent Investment Advisors
Florida
$6.79M +$217K +2,704 +3%
OLA
568
Oliver Luxxe Assets
New Jersey
$6.74M +$301K +3,762 +5%
AC
569
Arrow Capital
Australia
$6.72M +$6.72M +54,954 New
NP
570
NorthRock Partners
Minnesota
$6.69M +$27.6K +344 +0.4%
EAM
571
Erste Asset Management
Austria
$6.68M +$6.68M +83,899 New
CA
572
Continental Advisors
Utah
$6.66M – – –
BFG
573
Bleakley Financial Group
New Jersey
$6.6M +$539K +6,722 +9%
OCM
574
Olstein Capital Management
New York
$6.57M -$298K -3,716 -4%
WJWM
575
Williams Jones Wealth Management
New York
$6.55M +$2.55M +31,795 +64%
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