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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 %
CP
1426
Creekside Partners
California
$764K – – –
ONST
1427
Old North State Trust
North Carolina
$764K +$3.45K +43 +0.5%
CVM
1428
Cheviot Value Management
California
$763K +$7.79K +100 +1%
GFM
1429
GF Fund Management
China
$761K -$761K -9,497 -50%
LW
1430
Linscomb Wealth
Texas
$758K -$9.45K -118 -1%
WB
1431
West Bancorporation
Iowa
$757K – – –
AIM
1432
Athena Investment Management
California
$757K -$3.61K -45 -0.5%
HFM
1433
Hartford Financial Management
Connecticut
$755K -$13.5K -168 -2%
BFO
1434
Biltmore Family Office
North Carolina
$755K -$16K -200 -2%
HP
1435
Holistic Planning
Texas
$752K +$150K +1,873 +25%
SEIA
1436
Signature Estate & Investment Advisors
California
$749K +$68.8K +859 +10%
VWA
1437
Visionary Wealth Advisors
Illinois
$748K +$311K +3,887 +71%
T
1438
Transce3nd
Texas
$747K +$42.2K +527 +6%
CAS
1439
CTC Alternative Strategies
Illinois
$744K +$383K +4,780 +106%
NFC
1440
Northstar Financial Companies
Pennsylvania
$743K +$15.5K +194 +2%
IHWM
1441
Iron Horse Wealth Management
Iowa
$743K -$48K -599 -6%
ZBNA
1442
Zions Bancorporation, National Association
Utah
$743K +$85.6K +1,068 +13%
NNPTE
1443
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$742K -$1.55M -19,362 -68%
RCG
1444
Regatta Capital Group
California
$741K -$3.53K -44 -0.5%
SIA
1445
SGL Investment Advisors
Montana
$738K +$402K +4,921 +119%
OL
1446
OneFund LLC
Florida
$735K -$5.53K -69 -0.7%
SWA
1447
Stratos Wealth Advisors
Ohio
$732K +$6.73K +84 +0.9%
ADL
1448
Asset Dedication LLC
California
$732K +$385K +4,810 +111%
RMDI
1449
R.M. Davis Inc
Maine
$729K -$60.2K -752 -8%
1WM
1450
1900 Wealth Management
Texas
$728K +$24.6K +307 +3%
56 57
58
59 60