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 %
CCP
801
Cunning Capital Partners
North Carolina
$3.08M – – –
AGC
802
Aspen Grove Capital
Colorado
$3.08M +$99.5K +1,242 +3%
UAS
803
United Asset Strategies
New York
$3.08M -$27.3K -341 -0.9%
GWMR
804
GC Wealth Management RIA
Massachusetts
$3.07M +$2.72M +33,942 +774%
COI
805
Connable Office Inc
Michigan
$3.06M -$521K -6,507 -15%
VF
806
Vest Financial
Virginia
$3.04M +$857K +10,702 +39%
PA
807
Profund Advisors
Maryland
$3.04M -$699K -8,728 -19%
PTCG
808
Pring Turner Capital Group
California
$3.03M -$38.9K -485 -1%
HCP
809
Holt Capital Partners
Texas
$3.02M -$3.21K -40 -0.1%
FFO
810
Fiduciary Family Office
Florida
$3.01M -$106K -1,327 -3%
YC
811
Yarbrough Capital
Tennessee
$3M – – –
LCM
812
Legato Capital Management
California
$3M – – –
CTC (Chicago Trading Company)
813
CTC (Chicago Trading Company)
Illinois
$3M -$7.27M -90,702 -71%
AFG
814
Atomi Financial Group
New York
$3M +$232K +2,895 +8%
MMA
815
Miracle Mile Advisors
California
$2.99M +$151K +1,882 +5%
GPWM
816
Grant Private Wealth Management
California
$2.99M +$2.38M +29,733 +394%
MYLI
817
Meiji Yasuda Life Insurance
Japan
$2.98M -$115K -1,438 -4%
FM
818
Freemont Management
Switzerland
$2.97M +$697K +8,700 +31%
LS
819
Livforsakringsbolaget Skandia
Sweden
$2.97M +$192K +2,400 +7%
EWM
820
Evercore Wealth Management
New York
$2.97M +$20K +249 +0.7%
MCM
821
Mainstay Capital Management
Michigan
$2.97M +$1.51M +18,853 +104%
SCM
822
Schnieders Capital Management
California
$2.93M +$433K +5,408 +17%
AMM
823
American Money Management
California
$2.93M -$10.4K -130 -0.4%
SS
824
SBI Securities
Japan
$2.93M -$128K -1,596 -4%
FDP
825
Financiere des Professionnels
Quebec, Canada
$2.92M -$8.25K -103 -0.3%
31 32
33
34 35