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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 %
CSP
901
Cary Street Partners
Virginia
$2.39M +$1.3M +16,239 +120%
RF
902
Roxbury Financial
New Jersey
$2.38M -$20K -249 -0.8%
SWM
903
Shelton Wealth Management
Texas
$2.38M +$1.68K +21 +0.1%
LCM
904
Laurion Capital Management
New York
$2.38M +$2.38M +29,660 New
TWM
905
Tradition Wealth Management
Minnesota
$2.37M -$64.8K -809 -3%
EWM
906
Empirical Wealth Management
Washington
$2.37M +$64K +799 +3%
NRS
907
Neville Rodie & Shaw
New York
$2.37M -$306K -3,821 -11%
SVWAG
908
Sound View Wealth Advisors Group
Georgia
$2.37M +$1.78M +22,176 +301%
LKIM
909
Lawson Kroeker Investment Management
Nebraska
$2.36M +$142K +1,771 +6%
MPWT
910
MassMutual Private Wealth & Trust
Connecticut
$2.34M +$37K +462 +2%
CAM
911
Carret Asset Management
New York
$2.33M -$48.9K -610 -2%
AA
912
Argent Advisors
Louisiana
$2.32M +$25.3K +316 +1%
DWM
913
Diversify Wealth Management
Utah
$2.32M -$41.6K -524 -2%
PWAM
914
Private Wealth Asset Management
Iowa
$2.31M -$210K -2,626 -8%
USCWA
915
U.S. Capital Wealth Advisors
Texas
$2.31M +$21.6K +270 +0.9%
SIA
916
Sit Investment Associates
Minnesota
$2.3M +$2.3M +28,700 New
RIL
917
Rothschild Investment LLC
Illinois
$2.3M -$2.64K -33 -0.1%
RHAM
918
Round Hill Asset Management
California
$2.28M -$44.5K -555 -2%
FCBT
919
First Citizens Bank & Trust
North Carolina
$2.26M -$671K -8,375 -23%
MAM
920
Mystic Asset Management
Rhode Island
$2.26M +$17.2K +215 +0.8%
NEWAS
921
N.E.W. Advisory Services
Wisconsin
$2.26M -$133K -1,655 -6%
LCOV
922
London Company of Virginia
Virginia
$2.25M -$13.1K -164 -0.6%
PFM
923
Potomac Fund Management
Florida
$2.25M -$32.3K -404 -1%
AWA
924
Arete Wealth Advisors
Illinois
$2.25M -$1.04M -13,019 -32%
BCI
925
Blue Capital Inc
Nebraska
$2.24M +$2.24M +28,003 New
35 36
37
38 39