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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 %
ESB
1101
Essex Savings Bank
Connecticut
$1.41M -$1.44K -18 -0.1%
HAM
1102
Hedges Asset Management
Nevada
$1.4M -$481K -6,000 -26%
BI
1103
Bolthouse Investments
California
$1.4M +$1.4M +17,454 New
GPA
1104
Garrison Point Advisors
California
$1.4M -$8.01K -100 -0.6%
HDA
1105
Harold Davidson & Associates
California
$1.4M +$1.4M +17,421 New
BP
1106
BBR Partners
New York
$1.39M -$2.4K -30 -0.2%
BAM
1107
Belpointe Asset Management
Nevada
$1.39M +$450K +5,621 +48%
SG
1108
StoneX Group
New York
$1.39M +$273K +3,410 +24%
HT
1109
Headlands Technologies
Illinois
$1.39M -$3.99M -49,764 -74%
DWA
1110
Delap Wealth Advisory
Oregon
$1.39M -$66.1K -825 -5%
VWM
1111
Vivid Wealth Management
Iowa
$1.38M +$10.7K +133 +0.8%
AA
1112
Alta Advisers
United Kingdom
$1.38M – – –
SAI
1113
Savvy Advisors Inc
New York
$1.37M +$349K +4,356 +34%
PW
1114
Potentia Wealth
California
$1.37M – – –
NWAG
1115
Net Worth Advisory Group
Utah
$1.37M +$186K +2,326 +16%
HT
1116
Heritage Trust
Oklahoma
$1.37M +$183K +2,287 +15%
DI
1117
Diligent Investors
California
$1.36M -$6.89K -86 -0.5%
ANTB
1118
AMG National Trust Bank
Colorado
$1.36M +$5.29K +66 +0.4%
MK
1119
MASTERINVEST Kapitalanlage
$1.36M +$1.36M +16,968 New
BCM
1120
Boltwood Capital Management
California
$1.36M +$4.01K +50 +0.3%
RWM
1121
Revisor Wealth Management
Ohio
$1.36M +$1.36M +16,473 New
GVAG
1122
Great Valley Advisor Group
Delaware
$1.36M -$44.1K -550 -3%
AA
1123
Ancora Advisors
Ohio
$1.35M -$49.7K -620 -4%
NB
1124
Nicolet Bankshares
Wisconsin
$1.35M -$1.52K -19 -0.1%
FMTC
1125
Farmers & Merchants Trust Company
California
$1.35M +$941K +11,742 +229%
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