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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 %
DWM
951
Drive Wealth Management
Utah
$2.04M -$10K -125 -0.5%
DAS
952
Diversify Advisory Services
Utah
$2.04M +$693K +8,714 +51%
RWP
953
RWA Wealth Partners
Massachusetts
$2.04M +$550K +6,869 +37%
TFA
954
Trinity Financial Advisors
Ohio
$2.03M -$7.53K -94 -0.4%
RMC
955
Resources Management Corp
Connecticut
$2.03M -$55K -687 -3%
CWM
956
Chemistry Wealth Management
New York
$2.01M -$11.9K -148 -0.6%
SPG
957
Strategic Planning Group
Utah
$2M +$1.76M +21,981 +724%
CCMT
958
CMT Capital Markets Trading
Germany
$2M +$1.14M +14,250 +133%
NHC
959
Nicholas Hoffman & Company
Georgia
$2M +$36.2K +452 +2%
PPWP
960
Premier Path Wealth Partners
New Jersey
$2M +$128K +1,593 +7%
JWM
961
Jeppson Wealth Management
California
$2M -$5.61K -70 -0.3%
WBC
962
West Branch Capital
Massachusetts
$1.99M +$225K +2,808 +13%
PB
963
Pinnacle Bancorp
Nebraska
$1.99M -$67.1K -837 -3%
BDLIB
964
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.99M – – –
JSW
965
Journey Strategic Wealth
New Jersey
$1.98M +$528K +6,596 +36%
CIC
966
Carnegie Investment Counsel
Ohio
$1.98M -$341K -4,255 -15%
SIA
967
Soltis Investment Advisors
Utah
$1.97M +$36.8K +459 +2%
SAM
968
Smartleaf Asset Management
Massachusetts
$1.96M -$276K -3,467 -12%
CCG
969
Ceeto Capital Group
Florida
$1.96M +$240K +3,000 +14%
LAM
970
LOM Asset Management
$1.96M +$1.96M +24,495 New
NS
971
NBC Securities
Alabama
$1.96M +$50.5K +631 +3%
PAS
972
Point72 Asia (Singapore)
Singapore
$1.95M -$7.39M -92,189 -79%
MIC
973
Meridian Investment Counsel
California
$1.95M – – –
CC
974
Cadinha & Co
Hawaii
$1.94M +$2.4K +30 +0.1%
MA
975
Mutual Advisors
Nebraska
$1.93M +$26.6K +316 +1%
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