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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 %
CAG
1276
Csenge Advisory Group
Florida
$1.04M +$11.9K +159 +1%
SFG
1277
Sather Financial Group
Texas
$1.04M +$285K +3,556 +38%
MSWM
1278
McGlone Suttner Wealth Management
Wisconsin
$1.04M +$34K +424 +3%
XF
1279
XML Financial
Maryland
$1.04M -$271K -3,388 -21%
WWM
1280
Western Wealth Management
Colorado
$1.04M -$65.9K -823 -6%
AHL
1281
Abel Hall LLC
Louisiana
$1.04M +$144K +1,802 +16%
FFG
1282
Fiduciary Financial Group
California
$1.03M +$4.4K +54 +0.4%
MCM
1283
Manchester Capital Management
Vermont
$1.03M +$284K +3,550 +38%
Members Trust
1284
Members Trust
Florida
$1.03M +$68.6K +856 +7%
CIC
1285
Crawford Investment Counsel
Georgia
$1.03M +$127K +1,590 +14%
FLI
1286
Family Legacy Inc
South Carolina
$1.03M – – –
WAP
1287
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$73.1K +912 +8%
RIA
1288
Richwood Investment Advisors
Ohio
$1.03M -$11K -137 -1%
FPL
1289
Fortress Private Ledger
North Carolina
$1.02M +$321K +4,003 +46%
SWM
1290
SeaCrest Wealth Management
New York
$1.02M -$778K -9,707 -43%
PA
1291
Promethium Advisors
Maryland
$1.02M -$74.7K -932 -7%
MWM
1292
Modern Wealth Management
Kansas
$1.02M -$12.2K -152 -1%
PP
1293
PDS Planning
Ohio
$1.02M +$70.5K +880 +7%
RDFA
1294
Ritter Daniher Financial Advisory
Ohio
$1.02M +$1.01M +12,605 +8,753%
MIA
1295
MeadowBrook Investment Advisors
Michigan
$1.02M +$36.1K +450 +4%
CA
1296
Carson Advisory
Georgia
$1.02M -$24K -300 -2%
GFA
1297
Gallagher Fiduciary Advisors
Illinois
$1.01M -$44.7K -558 -4%
CAC
1298
Core Alternative Capital
Georgia
$1.01M +$219K +2,735 +28%
DG
1299
DMC Group
Alabama
$1.01M -$248K -3,097 -20%
ISL
1300
Ingalls & Snyder LLC
New York
$1.01M -$801 -10 -0.1%
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