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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 %
VanEck Associates
576
VanEck Associates
New York
$6.46M +$1.6M +19,967 +33%
DAS
577
DMKC Advisory Services
Iowa
$6.45M +$1.94M +24,299 +43%
TC
578
TwinBeech Capital
New York
$6.44M +$6.44M +80,341 New
IAA
579
Independent Advisor Alliance
North Carolina
$6.43M -$138K -1,720 -2%
TCM
580
Twin Capital Management
Pennsylvania
$6.42M +$72.4K +904 +1%
SFA
581
Semmax Financial Advisors
North Carolina
$6.4M -$189K -2,415 -3%
LAM
582
L2 Asset Management
Massachusetts
$6.38M +$584K +7,291 +10%
NC
583
NBW Capital
Massachusetts
$6.36M -$58.9K -735 -0.9%
KWM
584
Kingsview Wealth Management
Oregon
$6.34M -$15.3K -191 -0.2%
KIG
585
Kessler Investment Group
Indiana
$6.33M -$127K -1,585 -2%
HAG
586
HighPoint Advisor Group
Illinois
$6.32M +$143K +1,789 +2%
RWM
587
Ritholtz Wealth Management
New York
$6.31M +$675K +8,422 +12%
AG
588
AIA Group
Hong Kong
$6.3M +$645K +8,050 +11%
AWM
589
Apollon Wealth Management
South Carolina
$6.3M -$143K -1,785 -2%
MSA
590
MUFG Securities Americas
New York
$6.25M +$1.05M +13,085 +20%
NSEDCP
591
NJ State Employees Deferred Compensation Plan
New Jersey
$6.17M – – –
VT
592
Vise Technologies
New York
$6.16M +$6.16M +76,938 New
AIP
593
Ameritas Investment Partners
Nebraska
$6.16M -$35.1K -438 -0.6%
CSS
594
Cubist Systematic Strategies
Connecticut
$6.13M -$7.31M -91,248 -54%
TPCW
595
TD Private Client Wealth
New York
$6.08M +$147K +1,836 +2%
ESBC
596
E.S. Barr & Co
Kentucky
$6.08M -$32K -400 -0.5%
CANC
597
Culbertson A N & Co
Virginia
$6.02M +$306K +3,820 +5%
HWM
598
HighMark Wealth Management
Minnesota
$6M +$2.32K +29 +0%
WDC
599
Woodward Diversified Capital
California
$6M -$498K -6,217 -8%
RCM
600
RNC Capital Management
California
$5.98M +$1.26M +15,716 +27%
22 23
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