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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 %
PL
1176
Plancorp LLC
Missouri
$1.21M -$19.9K -248 -2%
CRWM
1177
Castle Rock Wealth Management
California
$1.2M +$2.02K +25 +0.2%
TWP
1178
Tyche Wealth Partners
Texas
$1.2M +$123K +1,529 +11%
BF
1179
Brucke Financial
Indiana
$1.2M -$7.77K -97 -0.6%
CP
1180
Clarendon Private
Massachusetts
$1.2M +$136K +1,703 +13%
HWAM
1181
Hennion & Walsh Asset Management
New Jersey
$1.2M -$11K -137 -0.9%
BFG
1182
Berger Financial Group
Minnesota
$1.19M +$200K +2,502 +20%
HCP
1183
Hexagon Capital Partners
Arkansas
$1.19M -$42.9K -535 -3%
WA
1184
WP Advisors
California
$1.19M -$3.85K -48 -0.3%
RCM
1185
Raleigh Capital Management
North Carolina
$1.19M -$10.7K -133 -0.9%
LPAM
1186
Lodestar Private Asset Management
California
$1.19M -$464K -5,797 -28%
Financial Engines Advisors
1187
Financial Engines Advisors
California
$1.19M +$65.3K +815 +6%
LI
1188
Lafayette Investments
Maryland
$1.19M -$48.1K -600 -4%
MIM
1189
MTM Investment Management
South Carolina
$1.18M +$401 +5 +0%
SWM
1190
Sendero Wealth Management
Texas
$1.18M -$102K -1,279 -8%
PWP
1191
Principle Wealth Partners
Connecticut
$1.18M +$3.21K +40 +0.3%
CMTU
1192
Capital Markets Trading (UK)
United Kingdom
$1.18M -$1.39M -17,389 -54%
PWPS
1193
Pinnacle Wealth Planning Services
Ohio
$1.17M -$143K -1,782 -11%
CWM
1194
Cornerstone Wealth Management
Missouri
$1.17M -$67.5K -843 -5%
SC
1195
SouthState Corp
Florida
$1.17M +$95.3K +1,190 +9%
KIA
1196
Knollwood Investment Advisory
Maryland
$1.17M – – –
QWP
1197
Quotient Wealth Partners
Texas
$1.17M +$145K +1,808 +14%
JWM
1198
Jupiter Wealth Management
Colorado
$1.17M – – –
BCA
1199
Bay Colony Advisors
Massachusetts
$1.17M -$10.3K -128 -0.9%
SIC
1200
Salem Investment Counselors
North Carolina
$1.17M – – –
46 47
48
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