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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 %
CIA
701
Cohen Investment Advisors
New Hampshire
$4.05M +$116K +1,442 +3%
4WM
702
44 Wealth Management
Oregon
$4.04M -$16.7K -208 -0.4%
SCM
703
SOL Capital Management
Maryland
$4.03M -$16K -200 -0.4%
BG
704
BDF Gestion
France
$4.01M +$4.01M +50,000 New
GLR
705
Great Lakes Retirement
Ohio
$4M +$1.52M +18,961 +61%
SCA
706
Stonebridge Capital Advisors
Minnesota
$3.99M -$68K -849 -2%
ICM
707
IMS Capital Management
Oregon
$3.97M +$59.4K +741 +2%
PBC
708
Pavion Blue Capital
California
$3.96M -$96.5K -1,204 -2%
FT
709
Fiduciary Trust
Massachusetts
$3.95M +$50.1K +625 +1%
MNBTD
710
Moody National Bank Trust Division
Texas
$3.94M +$256K +3,201 +7%
SIM
711
Stratos Investment Management
Ohio
$3.94M +$3.09M +38,517 +362%
BCM
712
Brookmont Capital Management
Texas
$3.94M -$1.61M -20,146 -29%
GIA
713
Gladstone Institutional Advisory
Florida
$3.9M +$217K +2,708 +6%
HAG
714
HF Advisory Group
Maryland
$3.9M +$540K +6,738 +16%
NL
715
NVWM LLC
Pennsylvania
$3.89M +$694K +8,663 +22%
CDDEC
716
Caisse Des Depots Et Consignations
France
$3.87M +$3.87M +48,355 New
LRWA
717
Long Run Wealth Advisors
New York
$3.85M -$201K -2,510 -5%
QI
718
Qtron Investments
Massachusetts
$3.82M -$139K -1,739 -4%
SIG
719
Stonegate Investment Group
Alabama
$3.81M +$113K +1,416 +3%
SG
720
Somerset Group
Minnesota
$3.81M – – –
LWP
721
LMG Wealth Partners
Louisiana
$3.8M +$2.95M +36,840 +347%
TCA
722
Transcend Capital Advisors
New Jersey
$3.79M -$94.6K -1,181 -2%
CIP
723
Convergence Investment Partners
Florida
$3.78M -$439K -5,484 -10%
CHAM
724
Clear Harbor Asset Management
Connecticut
$3.77M +$37.7K +470 +1%
SJL
725
Shayne & Jacobs LLC
Tennessee
$3.76M -$96.8K -1,208 -3%
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