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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 %
AW
1151
Alteri Wealth
California
$1.28M +$286K +3,575 +29%
LD
1152
Lipe & Dalton
New York
$1.28M – – –
CT
1153
Chicago Trust
Illinois
$1.28M +$299K +3,730 +31%
GFP
1154
Gryphon Financial Partners
Ohio
$1.28M +$48.6K +606 +4%
SAG
1155
SageView Advisory Group
California
$1.27M +$45.4K +547 +4%
BBA
1156
BLB&B Advisors
Pennsylvania
$1.27M -$83.8K -1,046 -6%
BGC
1157
Beutel, Goodman & Co
Ontario, Canada
$1.26M -$60.1K -750 -5%
LI
1158
LMCG Investments
Massachusetts
$1.26M -$55.3K -690 -4%
CW
1159
CreativeOne Wealth
Kansas
$1.26M +$62.7K +782 +5%
BFM
1160
Boothbay Fund Management
New York
$1.26M -$3.85M -48,115 -75%
LF
1161
Lantz Financial
Illinois
$1.25M +$2.88K +36 +0.2%
CA
1162
Continuum Advisory
Idaho
$1.25M -$291K -3,637 -19%
ACM
1163
Aljian Capital Management
Nevada
$1.25M +$97.5K +1,217 +8%
SMF
1164
Scott Marsh Financial
Utah
$1.25M +$1.25M +15,576 New
DWA
1165
Douglass Winthrop Advisors
New York
$1.23M -$8.57K -107 -0.7%
LIM
1166
Longfellow Investment Management
Massachusetts
$1.23M – – –
TNB
1167
Thomasville National Bank
Georgia
$1.23M +$47.1K +588 +4%
QP
1168
Quilter Plc
United Kingdom
$1.23M – – –
SC
1169
Sawyer & Company
Massachusetts
$1.23M -$55.2K -689 -4%
SIM
1170
Sterling Investment Management
Arizona
$1.23M -$5.77K -72 -0.5%
NSIM
1171
North Star Investment Management
Illinois
$1.22M +$240 +3 +0%
TFA
1172
Tranquilli Financial Advisor
New Jersey
$1.22M +$47K +586 +4%
Kayne Anderson Rudnick Investment Management
1173
Kayne Anderson Rudnick Investment Management
California
$1.22M +$237K +2,961 +24%
IVP
1174
Intrinsic Value Partners
Arizona
$1.22M -$7.45K -93 -0.6%
HCM
1175
Hutner Capital Management
Vermont
$1.21M +$80 +1 +0%
45 46
47
48 49