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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 %
PAM
926
Peak Asset Management
Colorado
$2.24M +$15.7K +196 +0.7%
M1FG
927
Mach-1 Financial Group
Arkansas
$2.23M -$1.2M -14,997 -35%
SICM
928
Sustainable Insight Capital Management
New York
$2.21M -$3.26M -40,678 -60%
ET
929
Equitable Trust
Tennessee
$2.21M +$138K +1,719 +7%
WIS
930
Wright Investors Service
Connecticut
$2.21M +$645K +8,045 +41%
ICM
931
Islay Capital Management
Texas
$2.19M – – –
WKWM
932
Walter & Keenan Wealth Management
Indiana
$2.19M +$55K +686 +3%
PTC
933
Private Trust Company
Ohio
$2.19M +$73.4K +916 +3%
GA
934
Guerra Advisors
Florida
$2.15M +$363K +4,534 +20%
DT
935
Diversified Trust
Tennessee
$2.15M -$626K -7,808 -23%
DAS
936
Dynamic Advisor Solutions
Arizona
$2.14M -$376K -4,690 -15%
LFA
937
Legacy Financial Advisors
Kentucky
$2.14M +$671K +8,376 +46%
WTC
938
WhitTier Trust Company
Nevada
$2.14M -$12K -150 -0.6%
HCMT
939
Highland Capital Management (Tennessee)
Tennessee
$2.13M -$81.3K -1,015 -4%
AWA
940
Arkadios Wealth Advisors
Georgia
$2.12M +$134K +1,676 +7%
MYAM
941
Meiji Yasuda Asset Management
Japan
$2.1M -$3.07M -38,361 -59%
BFIM
942
Beese Fulmer Investment Management
Ohio
$2.09M +$251K +3,136 +14%
CI
943
Conning Inc
Connecticut
$2.09M -$68K -849 -3%
ACS
944
Archford Capital Strategies
Illinois
$2.08M +$590K +7,361 +40%
EHC
945
Everett Harris & Co
California
$2.08M -$128K -1,600 -6%
PBT
946
Pictet Bank & Trust
Bahamas
$2.08M +$21.2K +264 +1%
CA
947
CWC Advisors
Oregon
$2.07M +$55.4K +692 +3%
SAM
948
Silvercrest Asset Management
New York
$2.06M +$89.3K +1,115 +5%
HCM
949
Howard Capital Management
Georgia
$2.06M +$235K +2,928 +13%
SC
950
Syon Capital
California
$2.06M +$257K +3,212 +14%
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