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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 %
WANY
601
Wealthspire Advisors (New York)
New York
$5.97M -$5.54M -69,096 -48%
WCM
602
Weik Capital Management
Pennsylvania
$5.89M -$22K -275 -0.4%
SGA
603
Strategic Global Advisors
California
$5.84M +$345K +4,302 +6%
GRP
604
Global Retirement Partners
California
$5.83M +$5.83M +72,812 New
GT
605
Greenleaf Trust
Michigan
$5.81M -$278K -3,476 -5%
SF
606
Synovus Financial
Georgia
$5.81M -$118K -1,472 -2%
Envestnet Portfolio Solutions
607
Envestnet Portfolio Solutions
Illinois
$5.8M -$508K -6,345 -8%
FLPIM
608
F.L. Putnam Investment Management
Massachusetts
$5.78M +$227K +2,839 +4%
PIM
609
Plato Investment Management
Australia
$5.74M +$28.5K +357 +0.5%
RHIG
610
R.H. Investment Group
Arizona
$5.72M -$11.2K -140 -0.2%
OIA
611
OneDigital Investment Advisors
Kansas
$5.71M +$296K +3,695 +5%
RIM
612
Reliant Investment Management
Tennessee
$5.68M +$5.68M +70,923 New
FNFDCM
613
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.66M -$258K -3,214 -4%
BFS
614
Bard Financial Services
Connecticut
$5.65M -$163K -2,040 -3%
Luther King Capital Management (LKCM)
615
Luther King Capital Management (LKCM)
Texas
$5.62M +$46.4K +579 +0.8%
BCV
616
Banque Cantonale Vaudoise
Switzerland
$5.62M -$273K -3,404 -5%
BG
617
Bahl & Gaynor
Ohio
$5.57M -$221K -2,762 -4%
BS
618
Banco Santander
Spain
$5.55M +$16.2K +202 +0.3%
BJL
619
Brighton Jones LLC
Washington
$5.54M +$206K +2,570 +4%
RBA
620
Richard Bernstein Advisors
New York
$5.54M -$5.69K -71 -0.1%
AWM
621
Axxcess Wealth Management
California
$5.52M +$1.45M +18,124 +36%
WSFS
622
Wilmington Savings Fund Society
Delaware
$5.5M -$29.6K -369 -0.5%
SCM
623
SCS Capital Management
Massachusetts
$5.48M +$2.24M +27,952 +69%
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$5.36M +$662K +8,261 +14%
BFS
625
Bradley Foster & Sargent
Connecticut
$5.33M +$49.7K +620 +0.9%
23 24
25
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