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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 %
BCG
1051
Breakwater Capital Group
New Jersey
$1.6M -$4.81K -60 -0.3%
KIG
1052
Kennedy Investment Group
New Jersey
$1.59M +$49K +611 +3%
PI
1053
PFG Investments
New York
$1.58M +$130K +1,622 +9%
TAM
1054
Tealwood Asset Management
Minnesota
$1.56M – – –
VA
1055
VestGen Advisors
Illinois
$1.56M +$138K +1,737 +10%
HH
1056
Hilltop Holdings
Texas
$1.56M +$41.7K +520 +3%
EFH
1057
Eaton Financial Holdings
Florida
$1.55M +$1.55M +19,388 New
NEI
1058
Northwest & Ethical Investments
Ontario, Canada
$1.55M – – –
WTB
1059
Washington Trust Bank
Washington
$1.54M +$42.4K +529 +3%
CC
1060
Chicago Capital
Illinois
$1.54M +$721 +9 +0%
FBT
1061
First Bank & Trust
South Dakota
$1.53M -$31.6K -395 -2%
WI
1062
WrapManager Inc
California
$1.52M -$770K -9,611 -34%
CC
1063
Courier Capital
New York
$1.52M +$1.52K +19 +0.1%
IAS
1064
Insigneo Advisory Services
Florida
$1.52M +$188K +2,343 +14%
PFO
1065
PMC FIG Opportunities
Israel
$1.51M +$68.3K +852 +5%
IAMOG
1066
Investors Asset Management of Georgia
Georgia
$1.51M +$1.84K +23 +0.1%
LA
1067
LexAurum Advisors
Kansas
$1.51M +$561 +7 +0%
IWM
1068
IHT Wealth Management
Illinois
$1.5M +$109K +1,365 +8%
MEAC
1069
M.E. Allison & Co
Texas
$1.5M -$50.7K -633 -3%
LCM
1070
Lazari Capital Management
California
$1.5M +$39.6K +494 +3%
FDS
1071
First Dallas Securities
Texas
$1.5M -$47.9K -598 -3%
WBWA
1072
William B. Walkup & Associates
South Carolina
$1.49M -$2.4K -30 -0.2%
TCOT
1073
Trust Company of Toledo
Ohio
$1.48M -$79.7K -995 -5%
RPCONE
1074
Retirement Planning Company of New England
Rhode Island
$1.48M +$2.96K +37 +0.2%
AC
1075
Annandale Capital
Texas
$1.48M +$561 +7 +0%
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