WFC icon

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 %
SSWM
751
Smith Salley Wealth Management
North Carolina
$3.46M -$45.8K -572 -1%
CA
752
Cullinan Associates
Kentucky
$3.46M +$17.6K +220 +0.5%
PCIA
753
Prime Capital Investment Advisors
Kansas
$3.44M -$1.3M -16,277 -27%
AC
754
Avestar Capital
New York
$3.44M +$86.5K +1,080 +3%
Connor, Clark & Lunn Investment Management (CC&L)
755
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.44M +$3.44M +42,881 New
BP
756
Ballentine Partners
Massachusetts
$3.43M -$66.9K -835 -2%
SP
757
SWS Partners
Ohio
$3.42M -$146K -1,823 -4%
FSA
758
Franklin Street Advisors
North Carolina
$3.41M -$17.6K -220 -0.5%
GI
759
GS Investments
Minnesota
$3.4M – – –
I
760
InvesTrust
Oklahoma
$3.39M -$5.1M -63,657 -60%
CIA
761
Capital Investment Advisors
Georgia
$3.39M -$208K -2,593 -6%
BEI
762
Benjamin Edwards Inc
Missouri
$3.39M +$420K +5,238 +14%
TCPW
763
Twin City Private Wealth
North Carolina
$3.38M -$354K -4,416 -9%
WB
764
WesBanco Bank
West Virginia
$3.38M +$537K +6,698 +19%
NAAA
765
New Age Alpha Advisors
New York
$3.38M -$1.1M -13,741 -25%
PBK
766
Peoples Bank (Kansas)
Kansas
$3.38M -$9.29K -116 -0.3%
VAS
767
Vestmark Advisory Solutions
Massachusetts
$3.37M +$2.63M +32,864 +358%
TAMH
768
Taikang Asset Management (HK)
Hong Kong
$3.37M -$1.58M -19,678 -32%
ACM
769
Argyle Capital Management
Pennsylvania
$3.36M -$68.9K -860 -2%
WPC
770
White Pine Capital
Minnesota
$3.36M -$54.2K -676 -2%
BTI
771
Blue Trust Inc
Georgia
$3.35M +$436K +5,439 +15%
AI
772
Atom Investors
Texas
$3.33M +$2.74M +34,183 +460%
CIA
773
Choate Investment Advisors
Massachusetts
$3.33M +$40.3K +503 +1%
FG
774
Foster Group
Iowa
$3.3M -$15.4K -192 -0.5%
SDWIA
775
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.29M +$100K +1,250 +3%
29 30
31
32 33