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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 %
GI
676
GAMMA Investing
California
$4.27M +$484K +6,038 +13%
3IP
677
3Chopt Investment Partners
Virginia
$4.26M +$149K +1,857 +4%
NG
678
Norden Group
Utah
$4.25M +$129K +1,609 +3%
PWG
679
Portside Wealth Group
Utah
$4.24M +$140K +1,745 +3%
Vontobel Holding
680
Vontobel Holding
Switzerland
$4.24M -$1.85M -23,048 -30%
CCA
681
Checchi Capital Advisers
California
$4.23M -$220K -2,751 -5%
HNB
682
Huntington National Bank
Ohio
$4.22M +$42.5K +530 +1%
QCIG
683
Quad-Cities Investment Group
Iowa
$4.19M -$11K -137 -0.3%
WS
684
Wedbush Securities
California
$4.17M -$2.33M -29,132 -36%
VCA
685
Verdence Capital Advisors
Maryland
$4.16M +$150K +1,873 +4%
ABC
686
Associated Banc-Corp
Wisconsin
$4.15M -$64.3K -803 -2%
AWM
687
Avior Wealth Management
Nebraska
$4.15M +$123K +1,540 +3%
ACM
688
AlphaStar Capital Management
North Carolina
$4.15M +$4.15M +51,774 New
VFA
689
Valeo Financial Advisors
Indiana
$4.14M +$161K +2,005 +4%
Westfield Capital Management
690
Westfield Capital Management
Massachusetts
$4.12M +$4.12M +51,482 New
AAM
691
Advisors Asset Management
Colorado
$4.12M -$338K -4,221 -8%
FFN
692
Focus Financial Network
Minnesota
$4.11M -$169K -2,114 -4%
HFM
693
Harvest Fund Management
China
$4.11M +$1.08M +14,715 +36%
AFS
694
Aft Forsyth & Sober
Florida
$4.1M +$64.1K +800 +2%
CG
695
Cynosure Group
Utah
$4.1M – – –
AC
696
Asio Capital
Kentucky
$4.1M +$141K +1,757 +4%
SF
697
Slagle Financial
Illinois
$4.08M +$3.75M +46,787 +1,135%
HTC
698
Haverford Trust Company
Pennsylvania
$4.08M -$340K -4,248 -8%
P
699
Pitcairn
Pennsylvania
$4.07M -$624K -7,794 -13%
LNWWM
700
Laird Norton Wetherby Wealth Management
California
$4.06M +$4.06M +50,735 New
26 27
28
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