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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 %
CPC
826
Congress Park Capital
New York
$2.91M +$334K +4,173 +13%
CPIG
827
Chicago Partners Investment Group
Illinois
$2.91M +$52.9K +632 +2%
CWM
828
Congress Wealth Management
Massachusetts
$2.89M +$591K +7,380 +26%
BBHC
829
Brown Brothers Harriman & Co
New York
$2.89M +$212K +2,645 +8%
KWS
830
Keystone Wealth Services
California
$2.88M +$721 +9 +0%
NW
831
Naviter Wealth
Arkansas
$2.88M +$24.6K +307 +0.9%
NB
832
NBT Bank
New York
$2.87M -$20.1K -251 -0.7%
MIM
833
Marco Investment Management
Georgia
$2.83M +$431K +5,383 +18%
MAM
834
Marotta Asset Management
Virginia
$2.82M -$4.49K -56 -0.2%
PCM
835
Polymer Capital Management
New York
$2.79M +$2.79M +34,794 New
AC
836
Apella Capital
Connecticut
$2.78M +$224K +2,725 +9%
LA
837
LBP AM
France
$2.77M -$1.4M -17,534 -34%
FPWM
838
FSB Premier Wealth Management
Iowa
$2.77M +$457K +5,707 +20%
QI
839
QV Investors
Alberta, Canada
$2.76M +$18.4K +230 +0.7%
JFGIW
840
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.76M +$136K +1,693 +5%
GSEP
841
Golden State Equity Partners
California
$2.75M +$112K +1,404 +4%
MOS
842
MGO One Seven
Ohio
$2.74M +$205K +2,557 +8%
AFCM
843
Applied Finance Capital Management
Puerto Rico
$2.74M +$2.74M +34,207 New
MIM
844
Miller Investment Management
Pennsylvania
$2.73M – – –
GC
845
Grimes & Company
Massachusetts
$2.72M +$159K +1,987 +6%
CPBTD
846
Central Pacific Bank - Trust Division
Hawaii
$2.72M -$115K -1,430 -4%
EFM
847
E Fund Management
China
$2.71M -$679K -8,477 -20%
VVP
848
Venture Visionary Partners
Ohio
$2.71M -$161K -2,014 -6%
GIA
849
GHP Investment Advisors
Colorado
$2.68M +$43.3K +540 +2%
MGWM
850
Marks Group Wealth Management
Minnesota
$2.68M +$260K +3,245 +11%
32 33
34
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