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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 %
LWM
1026
LJI Wealth Management
Indiana
$1.69M +$1.28K +16 +0.1%
GLLW
1027
Graves Light Lenhart Wealth
Virginia
$1.69M +$240 +3 +0%
EFG
1028
Everhart Financial Group
Ohio
$1.69M +$125K +1,561 +8%
PFA
1029
Pure Financial Advisors
California
$1.68M +$63K +786 +4%
RA
1030
Ransom Advisory
Rhode Island
$1.67M – – –
MMPW
1031
Mitchell McLeod Pugh & Williams
Alabama
$1.66M +$28.5K +356 +2%
CIEC
1032
Crédit Industriel et Commercial
France
$1.66M -$477K -5,950 -22%
FFS
1033
Founders Financial Securities
Maryland
$1.65M -$669K -8,345 -29%
AA
1034
Armis Advisers
Georgia
$1.65M +$663K +8,062 +67%
CI
1035
CX Institutional
Indiana
$1.65M +$30.6K +382 +2%
SS
1036
Sunbelt Securities
Texas
$1.64M +$198K +2,817 +14%
TPWA
1037
TRUE Private Wealth Advisors
Oregon
$1.64M +$16.9K +211 +1%
SMA
1038
Sage Mountain Advisors
Georgia
$1.64M +$167K +2,084 +11%
PD
1039
Point72 (DIFC)
United Arab Emirates
$1.64M +$1.64M +20,426 New
LFAS
1040
Level Four Advisory Services
Texas
$1.63M -$43.4K -542 -3%
Walleye Trading
1041
Walleye Trading
New York
$1.63M -$4.55M -56,804 -74%
CIA
1042
Citadel Investment Advisory
Ohio
$1.63M -$56.1K -700 -3%
SQA
1043
Simon Quick Advisors
New Jersey
$1.62M +$141K +1,761 +10%
CTC
1044
Cetera Trust Company
Minnesota
$1.62M -$16K -200 -1%
LIA
1045
LS Investment Advisors
Michigan
$1.62M – – –
FB
1046
Fulton Bank
Pennsylvania
$1.61M +$128K +1,594 +9%
FFBTD
1047
First Financial Bank - Trust Division
Ohio
$1.61M -$46.6K -581 -3%
BCWM
1048
Bartlett & Co Wealth Management
Ohio
$1.61M -$4.33K -54 -0.3%
HA
1049
Harbor Advisors
Florida
$1.6M – – –
LCM
1050
Leisure Capital Management
California
$1.6M +$733K +9,145 +84%
40 41
42
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