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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 %
LWM
1351
Liberty Wealth Management
California
$905K +$905K +11,294 New
DBIA
1352
Dumont & Blake Investment Advisors
New Jersey
$904K +$5.77K +72 +0.6%
WCM
1353
Winebrenner Capital Management
Kentucky
$904K – – –
WA
1354
Wealth Alliance
New York
$904K +$31.6K +394 +4%
NIA
1355
NBZ Investment Advisors
Tennessee
$903K – – –
FFM
1356
Flagstone Financial Management
Nebraska
$901K -$13.5K -168 -1%
TFO
1357
Tarbox Family Office
California
$900K -$961 -12 -0.1%
IWA
1358
IVC Wealth Advisors
Pennsylvania
$897K -$125K -1,559 -12%
PMG
1359
Private Management Group
California
$895K +$80 +1 +0%
CH
1360
Cromwell Holdings
Wyoming
$895K – – –
ANC
1361
Ames National Corp
Iowa
$892K +$641K +8,000 +255%
CUAMC
1362
China Universal Asset Management Company
China
$892K -$573K -7,148 -39%
AWAP
1363
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$890K +$34.6K +432 +4%
1CP
1364
17 Capital Partners
Arizona
$890K +$336K +4,194 +61%
PIA
1365
Perennial Investment Advisors
California
$887K +$83.8K +1,046 +10%
PA
1366
PFW Advisors
Georgia
$887K +$3.13K +39 +0.4%
FMLI
1367
Fukoku Mutual Life Insurance
Japan
$884K -$198K -2,466 -18%
AP
1368
Appleton Partners
Massachusetts
$883K -$7.21K -90 -0.8%
JWA
1369
JFS Wealth Advisors
Pennsylvania
$870K +$19.2K +240 +2%
PCP
1370
Proficio Capital Partners
Massachusetts
$867K +$55.8K +697 +7%
CA
1371
Cumberland Advisors
Florida
$865K -$1.68K -21 -0.2%
AIM
1372
Aspen Investment Management
Michigan
$860K +$46.1K +575 +6%
AW
1373
Atlas Wealth
Ohio
$858K – – –
WT
1374
Washington Trust
Rhode Island
$855K -$4.57K -57 -0.5%
HTI
1375
Hikari Tsushin Inc
Japan
$852K – – –
53 54
55
56 57