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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 %
GAG
851
GM Advisory Group
New York
$2.68M +$487K +6,081 +22%
LAM
852
Lummis Asset Management
Texas
$2.67M -$20.4K -256 -0.8%
BSI
853
Bennett Selby Investments
Maine
$2.66M +$32.7K +408 +1%
NAS
854
Nicolet Advisory Services
Wisconsin
$2.65M +$13.9K +179 +0.5%
TPW
855
Talon Private Wealth
Florida
$2.65M +$359K +4,486 +16%
OTL
856
Oak Thistle LLC
New York
$2.64M +$2.64M +32,987 New
APC
857
Aspire Private Capital
North Carolina
$2.62M +$138K +1,721 +6%
ACA
858
Aptus Capital Advisors
Alabama
$2.62M +$95.6K +1,193 +4%
SIP
859
Stoneridge Investment Partners
Pennsylvania
$2.62M +$1.62M +20,175 +161%
OWA
860
One Wealth Advisors
California
$2.62M -$33.2K -414 -1%
AG
861
Advocate Group
Minnesota
$2.6M +$2.6M +32,433 New
NCM
862
Northside Capital Management
Oregon
$2.59M +$386K +4,819 +18%
MWM
863
Massachusetts Wealth Management
Massachusetts
$2.59M +$16K +200 +0.6%
AG
864
Ascent Group
Virginia
$2.59M -$862K -10,760 -25%
BIG
865
Brooklyn Investment Group
New York
$2.58M +$461K +5,749 +22%
SACTSONJ
866
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.58M – – –
MAWCM
867
Mine & Arao Wealth Creation & Management
California
$2.58M +$401 +5 +0%
SWP
868
Sagespring Wealth Partners
Tennessee
$2.58M +$421K +5,254 +20%
CI
869
Cigna Investments
Connecticut
$2.57M -$81.3K -1,015 -3%
AFW
870
Avantra Family Wealth
Pennsylvania
$2.57M +$115K +1,438 +5%
AA
871
AF Advisors
California
$2.57M – – –
BRWA
872
B. Riley Wealth Advisors
Florida
$2.56M +$2.56M +31,955 New
SCM
873
Silvant Capital Management
Georgia
$2.55M -$44.6K -557 -2%
RFM
874
Royal Fund Management
Florida
$2.53M -$20K -250 -0.8%
AAM
875
Auxier Asset Management
Oregon
$2.53M -$12.8K -160 -0.5%
33 34
35
36 37