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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 %
MSR
1076
Main Street Research
Connecticut
$1.47M -$40.1K -500 -3%
MCM
1077
MV Capital Management
Maryland
$1.47M +$3.77K +47 +0.3%
EFS
1078
Essex Financial Services
Connecticut
$1.47M +$22.2K +277 +2%
CGPCS
1079
Capital Group Private Client Services
California
$1.47M -$372K -4,641 -20%
EM
1080
Excalibur Management
Massachusetts
$1.46M -$24.7K -308 -2%
AWP
1081
Accretive Wealth Partners
New Jersey
$1.46M +$1.02M +12,764 +235%
CNBT
1082
Canandaigua National Bank & Trust
New York
$1.46M +$806K +10,056 +124%
EA
1083
Eclectic Associates
California
$1.45M +$189K +2,363 +15%
SL
1084
Sentry LLC
Tennessee
$1.45M -$22.3K -278 -2%
1IA
1085
1834 Investment Advisors
Wisconsin
$1.44M +$18.5K +231 +1%
EWA
1086
Exencial Wealth Advisors
Oklahoma
$1.44M +$10.5K +131 +0.7%
BOC
1087
Barbara Oil Co
Illinois
$1.44M – – –
FNT
1088
First National Trust
Pennsylvania
$1.43M -$25K -312 -2%
VBFP
1089
Valtinson Bruner Financial Planning
Minnesota
$1.43M +$2.16K +27 +0.2%
RAG
1090
RIA Advisory Group
Iowa
$1.43M +$240 +3 +0%
KP
1091
Keel Point
Alabama
$1.43M +$295K +3,677 +26%
KFSC
1092
Keystone Financial Services (Colorado)
Colorado
$1.43M +$33.6K +419 +2%
MFIM
1093
Mesirow Financial Investment Management
Illinois
$1.43M -$1.54M -19,268 -52%
JCM
1094
Jacobi Capital Management
Pennsylvania
$1.42M +$14.6K +182 +1%
DWM
1095
Dakota Wealth Management
Florida
$1.42M +$38.7K +483 +3%
WBG
1096
Wharton Business Group
Pennsylvania
$1.42M – – –
GH
1097
GAM Holding
Switzerland
$1.42M +$1.42M +17,670 New
AI
1098
Accredited Investors
Minnesota
$1.42M +$245K +3,055 +21%
AIA
1099
Affinity Investment Advisors
California
$1.41M -$110K -1,374 -7%
PIM
1100
Penobscot Investment Management
Massachusetts
$1.41M +$6.09K +76 +0.4%
42 43
44
45 46