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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 %
MAS
626
Meeder Advisory Services
Ohio
$5.27M +$73.5K +917 +1%
DWP
627
Daymark Wealth Partners
Ohio
$5.22M -$107K -1,336 -2%
Bessemer Group
628
Bessemer Group
New Jersey
$5.21M +$64.3K +802 +1%
FTWA
629
Fifth Third Wealth Advisors
Ohio
$5.21M +$906K +11,305 +21%
RVM
630
Robinson Value Management
Texas
$5.16M -$35K -437 -0.7%
MA
631
Montag & Associates
Georgia
$5.13M +$1.1M +13,682 +27%
OC
632
Oppenheimer & Co
New York
$5.13M -$217K -2,710 -4%
CCM
633
Cinctive Capital Management
New York
$5.12M -$13.1M -164,102 -72%
CCM
634
Coldstream Capital Management
Washington
$5.1M +$928K +11,578 +22%
CAG
635
Crestwood Advisors Group
Massachusetts
$5.09M -$38.8K -484 -0.8%
WC
636
Waterloo Capital
Texas
$5.08M +$237K +2,961 +5%
FNA
637
First National Advisers
Nebraska
$5.07M -$20K -250 -0.4%
S
638
SignatureFD
Georgia
$5.06M +$81.6K +1,019 +2%
SCM
639
Stevens Capital Management
Pennsylvania
$5M +$2.41M +30,093 +93%
OFS
640
Oldfather Financial Services
Nebraska
$4.95M +$2.8K +35 +0.1%
BW
641
Balance Wealth
Ohio
$4.93M -$23.5K -293 -0.5%
BP
642
BWM Planning
Texas
$4.89M +$81.7K +1,020 +2%
DW30
643
Drucker Wealth 3.0
New Jersey
$4.86M -$1.85M -22,591 -28%
CF
644
Centaurus Financial
California
$4.86M +$1.89M +23,549 +64%
CFB
645
Cullen/Frost Bankers
Texas
$4.85M -$77.2K -964 -2%
QIM
646
Quantitative Investment Management
Virginia
$4.82M +$2.84M +35,476 +144%
GP
647
Guardian Partners
Canada
$4.81M +$123K +1,500 +3%
CP
648
Clayton Partners
California
$4.81M -$491K -6,133 -9%
EI
649
Ethic Inc
New York
$4.8M +$139K +1,752 +3%
CAM
650
Chou Associates Management
Ontario, Canada
$4.77M – – –
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