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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 %
BB
1126
Busey Bank
Illinois
$1.35M -$13.3K -166 -1%
HNB
1127
Hilltop National Bank
Wyoming
$1.35M +$1.35M +16,795 New
FA
1128
Fiduciary Alliance
South Carolina
$1.34M -$184K -2,298 -12%
WFI
1129
West Family Investments
California
$1.34M +$512K +6,390 +62%
SSC
1130
Syverson Strege & Co
Iowa
$1.34M +$1.1M +13,786 +471%
GL
1131
Graypoint LLC
New York
$1.34M -$79.9K -997 -6%
KC
1132
Knuff & Co
California
$1.34M – – –
AF
1133
Advisornet Financial
Minnesota
$1.33M +$128K +1,598 +11%
FCCM
1134
First City Capital Management
Georgia
$1.33M -$2K -25 -0.2%
CNBOF
1135
City National Bank of Florida
Florida
$1.33M +$317K +3,960 +31%
PAM
1136
Palisade Asset Management
Minnesota
$1.33M – – –
CGL
1137
Clarius Group LLC
Washington
$1.33M -$185K -2,311 -12%
MT
1138
Midwest Trust
Kansas
$1.33M +$1.33M +16,560 New
BAG
1139
Bridgewealth Advisory Group
California
$1.33M +$1.33M +16,548 New
PWA
1140
Providence Wealth Advisors
Illinois
$1.32M +$56.1K +725 +4%
IC
1141
Iconiq Capital
California
$1.32M -$91.2K -1,138 -6%
LGA
1142
Lebenthal Global Advisors
New York
$1.32M +$90.9K +1,135 +7%
PMA
1143
Prudent Man Advisors
Illinois
$1.31M -$187K -2,328 -12%
IA
1144
Integrity Alliance
Iowa
$1.31M -$203K -2,536 -13%
CWS
1145
Cypress Wealth Services
California
$1.31M -$99.5K -1,242 -7%
CIAS
1146
Capital Investment Advisory Services
North Carolina
$1.31M +$102K +1,272 +8%
KCM
1147
Kathmere Capital Management
Pennsylvania
$1.3M +$128K +1,593 +11%
CCIA
1148
Campbell & Co Investment Adviser
Maryland
$1.3M +$129K +1,607 +11%
ACM
1149
Aster Capital Management
United Arab Emirates
$1.29M +$1.29M +16,120 New
GM
1150
GeoWealth Management
Illinois
$1.29M -$19.5K -244 -1%
44 45
46
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