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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 %
AWS
876
Atria Wealth Solutions
New York
$2.53M -$4.67M -57,686 -65%
IWM
877
Iams Wealth Management
Nebraska
$2.52M -$203K -2,528 -7%
ACL
878
Applied Capital LLC
Florida
$2.52M +$1.2K +15 +0%
AIC
879
Argus Investors Counsel
New York
$2.52M +$44.2K +552 +2%
JIC
880
Johnson Investment Counsel
Ohio
$2.51M +$93.3K +1,165 +4%
FCP
881
Fidelis Capital Partners
Florida
$2.51M +$63K +812 +3%
BAAM
882
Baker Avenue Asset Management
California
$2.49M +$104K +1,292 +4%
WP
883
Westmount Partners
California
$2.49M -$44.1K -551 -2%
TFS
884
Thoroughbred Financial Services
Tennessee
$2.48M -$2.1M -26,223 -46%
SSW
885
Smith Shellnut Wilson
Mississippi
$2.47M – – –
B
886
Bailard
California
$2.47M +$1.41M +17,644 +133%
ZIC
887
ZWJ Investment Counsel
Georgia
$2.47M -$177K -2,211 -7%
GIP
888
Granite Investment Partners
California
$2.45M – – –
SSI
889
Scott & Selber Inc
Texas
$2.44M +$13.6K +170 +0.6%
WGAM
890
Wilkinson Global Asset Management
New York
$2.44M – – –
FRA
891
Frank Rimerman Advisors
California
$2.42M +$549K +6,858 +29%
HI
892
Harbour Investments
Wisconsin
$2.42M +$114K +1,422 +5%
ECM
893
Evergreen Capital Management
Washington
$2.41M +$37.3K +465 +2%
SGDR
894
SPX Gestao de Recursos
Brazil
$2.4M +$2.4M +30,000 New
SCA
895
Snowden Capital Advisors
New York
$2.4M +$268K +3,347 +13%
PP
896
Pacifica Partners
Canada
$2.4M +$36.2K +455 +2%
TSWM
897
Triangle Securities Wealth Management
North Carolina
$2.4M -$377K -4,708 -14%
XWM
898
Xcel Wealth Management
Florida
$2.39M +$24.5K +306 +1%
YIA
899
YHB Investment Advisors
Connecticut
$2.39M -$172K -2,153 -7%
CAS
900
Coppell Advisory Solutions
Texas
$2.39M -$445K -5,603 -16%
34 35
36
37 38