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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 %
HT
1326
HAP Trading
New York
$947K -$1.02M -12,755 -52%
IDA
1327
Intelligence Driven Advisers
California
$946K +$309K +3,861 +49%
WBCM
1328
Wilson & Boucher Capital Management
California
$945K -$8.01K -100 -0.8%
WIM
1329
Wittenberg Investment Management
Massachusetts
$944K -$12K -150 -1%
PFSC
1330
Peoples Financial Services Corp
Pennsylvania
$941K -$49K -611 -5%
PWMAG
1331
Pinnacle Wealth Management Advisory Group
New Jersey
$938K +$32.5K +406 +4%
RCM
1332
RB Capital Management
Nevada
$937K +$2.96K +37 +0.3%
MIM
1333
Morningstar Investment Management
Illinois
$936K +$97.7K +1,220 +12%
WIM
1334
WealthPlan Investment Management
Nebraska
$933K +$79.2K +989 +9%
KA
1335
Kovack Advisors
Florida
$929K -$8.49K -106 -0.9%
MAWA
1336
Moss Adams Wealth Advisors
Washington
$929K -$11K -137 -1%
TSS
1337
Two Sigma Securities
New York
$926K +$926K +11,558 New
CCWM
1338
Correct Capital Wealth Management
Missouri
$926K – – –
JFL
1339
Jarislowsky, Fraser Ltd
Quebec, Canada
$921K – – –
CCG
1340
Coastwise Capital Group
California
$921K -$4.17K -52 -0.5%
KTC
1341
Kentucky Trust Company
Kentucky
$919K – – –
AIA
1342
AIMZ Investment Advisors
California
$919K – – –
ATFA
1343
All Terrain Financial Advisors
Minnesota
$919K +$117K +1,463 +15%
SYBT
1344
Stock Yards Bank & Trust
Kentucky
$915K -$60.3K -752 -6%
HFO
1345
Heritage Family Offices
Arizona
$911K – – –
RWA
1346
River Wealth Advisors
Pennsylvania
$911K -$2.32K -29 -0.3%
KJWM
1347
Kiley Juergens Wealth Management
Washington
$909K -$2.24K -28 -0.2%
HWA
1348
HCR Wealth Advisors
California
$907K -$6.81K -85 -0.7%
EW
1349
Element Wealth
Mississippi
$905K -$44.5K -556 -5%
NRI
1350
NFP Retirement Inc
California
$905K – – –
52 53
54
55 56