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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 %
MCM
1401
Monarch Capital Management
Indiana
$801K +$4.17K +52 +0.5%
CCA
1402
Carrera Capital Advisors
Michigan
$799K -$11.3K -141 -1%
ZIG
1403
Zuckerman Investment Group
Illinois
$799K – – –
AWAU
1404
Alliance Wealth Advisors (Utah)
Utah
$798K +$79.4K +991 +11%
VNA
1405
Valley National Advisers
Pennsylvania
$797K +$43.2K +540 +6%
BMC
1406
Beaton Management Company
Massachusetts
$793K – – –
PTP
1407
Platform Technology Partners
New York
$790K -$3.37K -42 -0.4%
KAS
1408
KPP Advisory Services
Kentucky
$790K -$320 -4 -0%
RT
1409
Rockland Trust
Massachusetts
$789K – – –
SIA
1410
Strategic Investment Advisors
Michigan
$783K -$119K -1,498 -13%
GSC
1411
G&S Capital
Colorado
$781K +$3.93K +49 +0.5%
SC
1412
Sepio Capital
Utah
$781K -$59.5K -743 -7%
WIC
1413
Woodmont Investment Counsel
Tennessee
$780K +$5.77K +72 +0.7%
WP
1414
WealthShield Partners
North Carolina
$777K -$73.5K -917 -9%
RCM
1415
Radnor Capital Management
Pennsylvania
$777K – – –
IIC
1416
Integrated Investment Consultants
Michigan
$775K -$12.3K -153 -2%
AWM
1417
Accurate Wealth Management
Florida
$773K +$78.3K +951 +11%
MMG
1418
Monetary Management Group
Missouri
$773K +$100K +1,250 +15%
FPB
1419
First PREMIER Bank
South Dakota
$771K -$1.6K -20 -0.2%
VST
1420
Van Strum & Towne
California
$771K -$1.44K -18 -0.2%
MSE
1421
MUFG Securities EMEA
United Kingdom
$770K +$770K +9,616 New
QPWM
1422
Quadrant Private Wealth Management
Pennsylvania
$770K +$9.29K +116 +1%
STA
1423
Smith Thornton Advisors
Alabama
$768K – – –
RC
1424
Rexford Capital
Texas
$767K +$767K +9,574 New
HBS
1425
Howard Bailey Securities
Indiana
$766K +$9.37K +117 +1%
55 56
57
58 59