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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 %
CIS
1251
Capital International Sarl
California
$1.08M +$51.4K +642 +5%
NFG
1252
Nations Financial Group
Iowa
$1.08M +$16.3K +203 +2%
AIM
1253
Anchor Investment Management
South Carolina
$1.08M -$401 -5 -0%
BTW
1254
Boston Trust Walden
Massachusetts
$1.08M – – –
AIIMS
1255
Analyst IMS Investment Management Services
Israel
$1.08M – – –
CCA
1256
Childress Capital Advisors
Texas
$1.08M -$21.2K -265 -2%
SWM
1257
Segment Wealth Management
Texas
$1.07M +$18.8K +235 +2%
BMA
1258
Brooks Moore & Associates
Tennessee
$1.07M -$16.1K -200 -1%
KLCM
1259
KG&L Capital Management
Louisiana
$1.07M +$360K +5,205 +51%
MAM
1260
Madison Asset Management
Wisconsin
$1.07M -$353K -4,408 -25%
PCA
1261
Providence Capital Advisors
North Carolina
$1.07M -$85.4K -1,066 -7%
ITFISA
1262
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.06M -$70.6K -881 -6%
CWM
1263
C2C Wealth Management
Arizona
$1.06M – – –
WAM
1264
Weatherly Asset Management
California
$1.06M +$4.09K +51 +0.4%
1SB
1265
1ST Source Bank
Indiana
$1.06M +$3.85K +48 +0.4%
SXL
1266
Summit X LLC
Missouri
$1.06M +$613K +7,652 +138%
LCAM
1267
London & Capital Asset Management
United Kingdom
$1.06M – – –
SWM
1268
Spire Wealth Management
Virginia
$1.06M -$361K -4,505 -25%
OWP
1269
Obermeyer Wealth Partners
Colorado
$1.05M -$218K -2,722 -17%
EB
1270
Eastern Bank
Massachusetts
$1.05M -$109K -1,356 -9%
SW
1271
SVB Wealth
Massachusetts
$1.05M +$1.05M +13,124 New
PFBT
1272
Parkside Financial Bank & Trust
Missouri
$1.05M +$63.4K +791 +6%
RCWM
1273
Royal Capital Wealth Management
Indiana
$1.05M +$1.68K +21 +0.2%
WA1
1274
Wimmer Associates 1
California
$1.05M +$20K +250 +2%
SWM
1275
Shakespeare Wealth Management
Wisconsin
$1.04M +$1.04K +13 +0.1%
49 50
51
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