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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 %
DFCM
651
Dark Forest Capital Management
Puerto Rico
$4.75M +$189K +2,364 +4%
SG Americas Securities
652
SG Americas Securities
New York
$4.74M -$388K -4,846 -8%
SCM
653
Sterling Capital Management
North Carolina
$4.72M +$180K +2,243 +4%
RFC
654
Regions Financial Corp
Alabama
$4.71M +$648K +8,093 +16%
Fayez Sarofim & Co
655
Fayez Sarofim & Co
Texas
$4.71M +$157K +1,963 +3%
SCM
656
Shelton Capital Management
Colorado
$4.68M -$2.05M -25,572 -30%
PGFC
657
Peapack-Gladstone Financial Corp
New Jersey
$4.67M -$386K -4,814 -8%
Acadian Asset Management
658
Acadian Asset Management
Massachusetts
$4.62M -$11.7M -145,637 -72%
LDB
659
Lee, Danner & Bass
Tennessee
$4.6M -$39.3K -490 -0.8%
BOS
660
Bank of Stockton
California
$4.58M – – –
SFM
661
Signet Financial Management
New Jersey
$4.57M -$1.84K -23 -0%
PPW
662
Parcion Private Wealth
Washington
$4.57M +$10.5K +131 +0.2%
SPC
663
Sigma Planning Corp
Michigan
$4.55M +$290K +3,623 +7%
LBC
664
Lowe Brockenbrough & Co
Virginia
$4.54M +$160 +2 +0%
JHCP
665
Jackson Hole Capital Partners
Oklahoma
$4.49M +$329K +4,111 +8%
LFM
666
LGT Fund Management
Liechtenstein
$4.48M -$1.7M -21,167 -27%
PAM
667
Paradigm Asset Management
New York
$4.43M -$721K -9,000 -14%
SGI
668
Summit Global Investments
Utah
$4.42M +$4.42M +55,109 New
WG
669
Winton Group
United Kingdom
$4.4M +$2.15M +26,897 +96%
GWM
670
Geneos Wealth Management
Colorado
$4.4M -$3.81M -47,574 -46%
PIWA
671
Prevail Innovative Wealth Advisors
Kansas
$4.38M +$317K +3,954 +8%
WC
672
Wynn Capital
Georgia
$4.37M -$12.8K -160 -0.3%
FFM
673
Forum Financial Management
Illinois
$4.32M -$176K -2,202 -4%
PCTC
674
Perkins Coie Trust Company
Washington
$4.31M -$12.4K -155 -0.3%
MC
675
Moors & Cabot
Massachusetts
$4.3M +$389K +4,854 +10%
25 26
27
28 29