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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 %
OCBCO
1201
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.16M -$989K -12,340 -46%
BCM
1202
Becker Capital Management
Oregon
$1.16M +$150K +1,869 +15%
FFA
1203
Fragasso Financial Advisors
Pennsylvania
$1.15M +$25K +312 +2%
CIA
1204
Cascade Investment Advisors
Oregon
$1.15M -$1.04K -13 -0.1%
KWA
1205
Kingswood Wealth Advisors
California
$1.15M +$81.7K +1,020 +8%
SN
1206
Sittner & Nelson
Oregon
$1.15M -$24K -299 -2%
MPIA
1207
Mountain Pacific Investment Advisers
Idaho
$1.15M -$264K -3,296 -19%
NSAM
1208
North Star Asset Management
Wisconsin
$1.15M +$147K +1,841 +15%
HBT
1209
Hills Bank & Trust
Iowa
$1.15M +$40.5K +505 +4%
PCS
1210
Personal CFO Solutions
New Jersey
$1.14M +$185K +2,312 +19%
KCM
1211
Kanawha Capital Management
Virginia
$1.14M +$72.1K +900 +7%
FNBSF
1212
First National Bank Sioux Falls
South Dakota
$1.14M +$2.4K +30 +0.2%
AC
1213
AlphaCore Capital
California
$1.14M +$271K +3,384 +31%
CCM
1214
Cohen Capital Management
California
$1.13M – – –
FRM
1215
Fox Run Management
Connecticut
$1.13M +$1.13M +14,154 New
SPA
1216
Sherbrooke Park Advisers
New York
$1.13M +$547K +6,826 +93%
VPP
1217
Vertex Planning Partners
Illinois
$1.13M -$4.97K -62 -0.4%
AWM
1218
Arista Wealth Management
Nevada
$1.13M +$791K +9,874 +232%
LF
1219
LifeSteps Financial
California
$1.13M +$1.44K +18 +0.1%
MMHP
1220
Murphy Middleton Hinkle & Parker
Georgia
$1.13M – – –
FFA
1221
Florida Financial Advisors
Florida
$1.13M +$6.49K +81 +0.6%
I
1222
InceptionR
California
$1.13M +$1.13M +14,115 New
TCM
1223
Telos Capital Management
California
$1.13M +$63.2K +789 +6%
CWP
1224
Cyndeo Wealth Partners
Florida
$1.13M +$25.8K +322 +2%
CBA
1225
Coastal Bridge Advisors
Connecticut
$1.13M +$1.13M +14,079 New
47 48
49
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