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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 %
SIM
1301
Studio Investment Management
Illinois
$1.01M -$9.78K -122 -1%
Koshinski Asset Management
1302
Koshinski Asset Management
Illinois
$1.01M +$189K +2,365 +23%
PCM
1303
Pointe Capital Management
Michigan
$1M +$5.69K +71 +0.6%
GIP
1304
Greatmark Investment Partners
Georgia
$1M -$202K -2,520 -17%
TWM
1305
Thrive Wealth Management
Pennsylvania
$1M +$156K +1,950 +19%
PNC
1306
Park National Corp
Ohio
$1M -$91.1K -1,137 -8%
GS
1307
GTS Securities
New York
$999K -$446K -5,569 -31%
AW
1308
Avion Wealth
Texas
$994K +$330K +4,123 +50%
CFP
1309
Catalyst Financial Partners
Massachusetts
$991K -$8.65K -108 -0.9%
CIC
1310
Chilton Investment Company
Connecticut
$987K +$18.3K +229 +2%
EW
1311
Entruity Wealth
California
$986K -$48.9K -610 -5%
HCP
1312
Hardin Capital Partners
South Carolina
$985K +$81 +1 +0%
HIA
1313
Harbor Investment Advisory
Maryland
$984K +$9.21K +115 +0.9%
GG
1314
Greenwood Gearhart
Arkansas
$981K +$693K +8,649 +241%
NWM
1315
Northwest Wealth Management
Iowa
$979K -$481 -6 -0%
HIM
1316
Hanlon Investment Management
New Jersey
$976K +$744K +9,288 +321%
LFG
1317
Larson Financial Group
Missouri
$974K +$243K +3,035 +33%
KMWM
1318
Keudell/Morrison Wealth Management
Oregon
$973K +$2.24K +28 +0.2%
CIG
1319
Cullen Investment Group
Louisiana
$971K +$4.17K +52 +0.4%
RCA
1320
Resonant Capital Advisors
Wisconsin
$968K +$205K +2,559 +27%
WP
1321
Wealthspan Partners
Iowa
$964K +$1.28K +16 +0.1%
PA
1322
PFG Advisors
Arizona
$963K +$319K +3,980 +49%
TCOV
1323
Trust Company of Vermont
Vermont
$959K +$37.9K +473 +4%
NIM
1324
Northeast Investment Management
Massachusetts
$955K +$280K +3,500 +42%
FTC
1325
Farmers Trust Company
Ohio
$947K +$481 +6 +0.1%
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