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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 %
QT
726
Quantbot Technologies
New York
$3.74M +$3.74M +46,740 New
SAM
727
Shell Asset Management
Netherlands
$3.74M +$1.13M +14,093 +43%
TPI
728
Trust Point Inc
Wisconsin
$3.74M -$110K -1,377 -3%
JIC
729
Joel Isaacson & Co
New York
$3.74M -$17.1K -214 -0.5%
FPAS
730
Focus Partners Advisor Solutions
Missouri
$3.73M -$348K -4,345 -9%
UHC
731
Union Heritage Capital
Michigan
$3.68M – – –
LOAMS
732
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.67M +$206K +2,567 +6%
HCM
733
Hilton Capital Management
New York
$3.66M +$3.66M +45,635 New
EH
734
Equitable Holdings
New York
$3.65M -$1.38M -17,219 -27%
AWM
735
Angeles Wealth Management
California
$3.65M +$70.3K +878 +2%
WF
736
Welch & Forbes
Massachusetts
$3.65M -$55.1K -688 -1%
MGIA
737
Moneta Group Investment Advisors
Missouri
$3.65M +$1.25M +15,624 +52%
GCP
738
GSA Capital Partners
United Kingdom
$3.64M +$3.64M +45,439 New
FMI
739
F/M Investments
District of Columbia
$3.63M +$205K +2,560 +6%
KCIC
740
Kuhn & Co Investment Counsel
Illinois
$3.6M -$4.89K -61 -0.1%
SCI
741
S&CO Inc
Massachusetts
$3.57M -$24K -300 -0.7%
RSWM
742
Robertson Stephens Wealth Management
California
$3.55M -$404K -5,039 -10%
VNIM
743
Vaughan Nelson Investment Management
Texas
$3.55M – – –
VFA
744
Voya Financial Advisors
Connecticut
$3.55M +$145K +1,824 +4%
DLCIG
745
D.L. Carlson Investment Group
New Hampshire
$3.53M -$8.89K -111 -0.3%
BCM
746
Brookstone Capital Management
Illinois
$3.53M +$273K +3,408 +8%
ACI
747
Alpha Cubed Investments
California
$3.53M +$108K +1,353 +3%
FIA
748
Foundations Investment Advisors
Arizona
$3.51M +$449K +5,609 +15%
CIC
749
Cornercap Investment Counsel
Georgia
$3.5M -$562K -7,016 -14%
WWA
750
WCG Wealth Advisors
Nevada
$3.46M -$33K -412 -0.9%
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