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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 %
AIM
1376
Advyzon Investment Management
Illinois
$850K +$318K +3,967 +60%
APP
1377
Avantax Planning Partners
Iowa
$848K +$11.1K +139 +1%
PWW
1378
Pettyjohn Wood & White
Virginia
$844K -$2.96K -37 -0.3%
BCFD
1379
Boit C.F. David
$843K – – –
WB
1380
Webster Bank
Connecticut
$841K +$14.4K +180 +2%
WAG
1381
Wallace Advisory Group
California
$834K -$178K -2,484 -18%
ALAM
1382
Asahi Life Asset Management
Japan
$834K +$1.6K +20 +0.2%
ASC
1383
Atalanta Sosnoff Capital
New York
$834K -$111K -1,387 -12%
LJAC
1384
L.J. Altfest & Co
New York
$831K +$131K +1,639 +19%
AM
1385
AGF Management
Ontario, Canada
$828K -$9.53K -119 -1%
PCG
1386
Prosperity Consulting Group
Maryland
$828K +$39.8K +497 +5%
NFTC
1387
North Forty Two & Co
Oregon
$826K -$13.8K -172 -2%
SC
1388
Steph & Co
Wisconsin
$821K – – –
OC
1389
Opinicus Capital
Florida
$821K +$76.5K +955 +10%
LAM
1390
Lingohr Asset Management
Germany
$816K -$5.92M -73,837 -88%
OPCM
1391
Osborne Partners Capital Management
California
$814K – – –
SWA
1392
Sax Wealth Advisors
New Jersey
$814K +$504K +6,287 +162%
FCM
1393
Fieldview Capital Management
Michigan
$813K -$3.36M -41,978 -81%
PA
1394
Perennial Advisors
New York
$811K +$320 +4 +0%
MCM
1395
Monument Capital Management
Virginia
$809K +$11K +137 +1%
FFIC
1396
First Fiduciary Investment Counsel
Ohio
$807K +$272K +3,400 +51%
JC
1397
Jacobs & Co
California
$804K – – –
QWM
1398
Quadcap Wealth Management
Texas
$802K +$16.5K +206 +2%
LRPA
1399
L. Roy Papp & Associates
Arizona
$801K -$51K -637 -6%
PI
1400
Parkside Investments
Illinois
$801K – – –
54 55
56
57 58