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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 %
SC
1226
Scratch Capital
Idaho
$1.13M -$99K -1,236 -8%
SAM
1227
Sompo Asset Management
Japan
$1.13M -$341K -4,250 -23%
AGWCA
1228
Annis Gardner Whiting Capital Advisors
Florida
$1.13M +$19.9K +248 +2%
PCFFS
1229
Pacific Center for Financial Services
California
$1.12M -$31.2K -389 -3%
CSC
1230
Cove Street Capital
California
$1.12M – – –
MSFS
1231
Main Street Financial Solutions
Pennsylvania
$1.12M +$590K +7,368 +111%
RWP
1232
Ridgecrest Wealth Partners
California
$1.12M -$1.84K -23 -0.2%
CWP
1233
Concord Wealth Partners
Virginia
$1.12M +$90.2K +1,126 +9%
CAMV
1234
Concord Asset Management (Virginia)
Virginia
$1.12M +$95.3K +1,190 +9%
GI
1235
Gradient Investments
Minnesota
$1.12M +$7.05K +88 +0.6%
PAMG
1236
Patton Albertson Miller Group
Tennessee
$1.11M +$9.53K +119 +0.9%
PDL
1237
Portfolio Design Labs
California
$1.11M -$1.23M -15,361 -52%
MPAM
1238
Murphy Pohlad Asset Management
Minnesota
$1.11M -$288K -3,590 -21%
YIH
1239
Y-Intercept (HK)
Hong Kong
$1.11M -$5.86M -73,078 -84%
QC
1240
Quent Capital
New York
$1.11M +$64.5K +805 +6%
HWP
1241
Highline Wealth Partners
California
$1.1M -$4.73K -59 -0.4%
CLA
1242
Carnegie Lake Advisors
New Jersey
$1.1M -$67.9K -847 -6%
FMWA
1243
Forvis Mazars Wealth Advisors
Missouri
$1.1M +$60.7K +758 +6%
CIA
1244
Cladis Investment Advisory
Montana
$1.1M +$80 +1 +0%
BFA
1245
Bragg Financial Advisors
North Carolina
$1.1M +$5.45K +68 +0.5%
NCM
1246
Neumann Capital Management
California
$1.09M – – –
CPA
1247
Cardiff Park Advisors
California
$1.09M +$1.2K +15 +0.1%
CAMG
1248
CWA Asset Management Group
Florida
$1.09M -$3.56M -44,465 -77%
SAW
1249
Signal Advisors Wealth
Michigan
$1.09M +$616K +7,693 +131%
EAM
1250
Empirical Asset Management
Massachusetts
$1.09M +$8.33K +104 +0.8%
48 49
50
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