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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 %
IA
976
Insight Advisors
Pennsylvania
$1.93M +$2K +25 +0.1%
VIM
977
Vista Investment Management
Pennsylvania
$1.92M -$21.4K -267 -1%
MWM
978
Meridian Wealth Management
Kentucky
$1.92M +$399K +4,986 +26%
LIM
979
Leavell Investment Management
Alabama
$1.92M +$176K +2,200 +10%
FWA
980
FOCUS Wealth Advisors
Texas
$1.91M +$28.2K +352 +1%
KIM
981
Kestra Investment Management
Texas
$1.91M +$1.28M +16,545 +202%
OFS
982
OneAscent Financial Services
Alabama
$1.91M -$2.12M -26,269 -53%
AAIS
983
ABN AMRO Investment Solutions
$1.9M +$1.9M +23,730 New
FHA
984
First Horizon Advisors
Tennessee
$1.9M -$53.3K -665 -3%
FG
985
Fiduciary Group
Georgia
$1.9M +$160 +2 +0%
AWM
986
Aviso Wealth Management
Washington
$1.88M -$47.2K -589 -2%
IAN
987
Integrated Advisors Network
Texas
$1.88M +$4.73K +59 +0.3%
FSA
988
Fort Sheridan Advisors
Illinois
$1.88M -$7.61K -95 -0.4%
EWA
989
EverSource Wealth Advisors
Alabama
$1.87M -$14.2K -177 -0.8%
CNBTD
990
Citizens National Bank Trust Department
Mississippi
$1.85M -$801 -10 -0%
JIP
991
Jaffetilchin Investment Partners
Florida
$1.84M +$11.5K +144 +0.6%
JSL
992
JT Stratford LLC
Georgia
$1.84M +$233K +2,910 +15%
Fisher Asset Management
993
Fisher Asset Management
Washington
$1.84M -$450K -5,619 -20%
JF
994
Jump Financial
Illinois
$1.84M +$210K +2,615 +13%
GRQ
995
Gardner Russo & Quinn
Pennsylvania
$1.83M -$3.21M -40,053 -64%
SM
996
Sweeney & Michel
California
$1.83M -$51.4K -623 -3%
HFM
997
Hartford Funds Management
Pennsylvania
$1.83M +$45.8K +572 +3%
MG
998
Mather Group
Illinois
$1.83M -$51.4K -642 -3%
RPC
999
Rossmore Private Capital
Connecticut
$1.82M +$34.1K +426 +2%
OCM
1000
One Capital Management
California
$1.82M -$86.4K -1,078 -5%
38 39
40
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