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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 %
MYIA
776
Mount Yale Investment Advisors
Colorado
$3.29M +$626K +7,813 +24%
PCA
777
Pallas Capital Advisors
Massachusetts
$3.29M -$75K -936 -2%
GIC
778
Generali Investments CEE
Czech Republic
$3.28M – – –
TAM
779
Trust Asset Management
Texas
$3.28M – – –
RA
780
RFG Advisory
Alabama
$3.26M -$92.1K -1,150 -3%
PA
781
Parallel Advisors
California
$3.26M +$63K +786 +2%
KIA
782
KCM Investment Advisors
California
$3.23M -$69.8K -871 -2%
Wolverine Trading
783
Wolverine Trading
Illinois
$3.23M -$788K -9,908 -20%
IA
784
IFP Advisors
Florida
$3.22M +$1.93K +24 +0.1%
SW
785
SteelPeak Wealth
California
$3.22M +$2.48M +30,906 +334%
NAS
786
NWF Advisory Services
California
$3.21M +$44.1K +550 +1%
CTC
787
Central Trust Company
Missouri
$3.21M +$122K +1,526 +4%
OC
788
Oarsman Capital
Wisconsin
$3.21M +$105K +1,305 +3%
PIC
789
PCJ Investment Counsel
Ontario, Canada
$3.2M +$3.2M +40,000 New
SLI
790
Sumitomo Life Insurance
Japan
$3.15M -$196K -2,447 -6%
OC
791
Optimas Capital
Hong Kong
$3.15M -$1.81M -22,600 -37%
CAAS
792
Capital Asset Advisory Services
Michigan
$3.13M +$167K +2,045 +6%
RCAG
793
Rehmann Capital Advisory Group
Michigan
$3.13M +$299K +3,736 +11%
SF
794
Summit Financial
New Jersey
$3.12M +$1.1M +13,737 +55%
CICI
795
Capital Investment Counsel Inc
North Carolina
$3.12M -$71.8K -896 -2%
TBA
796
Tower Bridge Advisors
Pennsylvania
$3.11M +$32K +400 +1%
RBI
797
Raiffeisen Bank International
Austria
$3.1M -$59.6K -754 -2%
SCI
798
Stableford Capital II
Arizona
$3.09M -$36.4K -432 -1%
CAM
799
Cidel Asset Management
Ontario, Canada
$3.09M -$197K -2,457 -6%
Nomura Holdings
800
Nomura Holdings
Japan
$3.09M -$10.4M -130,212 -77%
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