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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 %
GCM
1001
Glaxis Capital Management
Florida
$1.82M +$1.82M +22,697 New
CWA
1002
Crux Wealth Advisors
California
$1.82M +$540K +6,737 +42%
HIC
1003
Holderness Investments Company
North Carolina
$1.82M -$69K -861 -4%
AL
1004
Aspiriant LLC
California
$1.81M +$61.6K +769 +4%
SIA
1005
SeaBridge Investment Advisors
New Jersey
$1.81M -$681K -8,502 -27%
APM
1006
Advanced Portfolio Management
New York
$1.81M +$1.4M +17,500 +347%
HSA
1007
HBK Sorce Advisory
Pennsylvania
$1.81M -$161K -2,008 -8%
SCTC
1008
Sanibel Captiva Trust Company
Florida
$1.8M +$104K +1,296 +6%
WG
1009
Welch Group
Alabama
$1.8M +$80.6K +1,006 +5%
AWA
1010
Aaron Wealth Advisors
Illinois
$1.8M +$144K +1,794 +9%
BHBT
1011
Burke & Herbert Bank & Trust
Virginia
$1.79M -$1.2K -15 -0.1%
CCM
1012
Collar Capital Management
Wisconsin
$1.77M +$3.77K +47 +0.2%
WBC
1013
Westpac Banking Corp
Australia
$1.77M -$153K -1,904 -8%
DWM
1014
Dynasty Wealth Management
Florida
$1.76M -$239K -2,985 -12%
GC
1015
Gilbert & Cook
Iowa
$1.75M -$191K -2,380 -10%
MWM
1016
Modera Wealth Management
New Jersey
$1.75M +$57.3K +715 +3%
DTC
1017
Davidson Trust Company
Washington
$1.75M -$32.6K -407 -2%
GIM
1018
Generali Investments Management
Slovenia
$1.74M – – –
PK
1019
Pflug Koory
Nebraska
$1.74M -$4.01K -50 -0.2%
GWM
1020
Gibbs Wealth Management
Georgia
$1.73M +$1.73M +21,619 New
LI
1021
Louisbourg Investments
New Brunswick, Canada
$1.73M – – –
CCB
1022
Country Club Bank
Missouri
$1.72M -$10.7K -135 -0.6%
MCWS
1023
McKinley Carter Wealth Services
West Virginia
$1.72M +$1.35M +16,802 +360%
MC
1024
Martin & Co
Tennessee
$1.7M -$320 -4 -0%
SRC
1025
Sage Rhino Capital
California
$1.7M +$136K +1,696 +9%
39 40
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