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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 %
PWM
1451
Pines Wealth Management
North Carolina
$726K +$189K +2,263 +35%
EWM
1452
Evermay Wealth Management
Virginia
$726K +$32K +400 +5%
CWG
1453
Crown Wealth Group
North Carolina
$726K -$3.77K -47 -0.5%
CFA
1454
Cahill Financial Advisors
Minnesota
$725K +$1.28K +16 +0.2%
AA
1455
Advisory Alpha
Michigan
$725K +$85.2K +1,063 +13%
WCA
1456
Westover Capital Advisors
Delaware
$725K – – –
PWM
1457
Prentice Wealth Management
New York
$724K -$43.7K -545 -6%
TF
1458
Tudor Financial
Ohio
$724K -$240 -3 -0%
SC
1459
Summa Corp
Texas
$723K +$160 +2 +0%
DMBA
1460
Deseret Mutual Benefit Administrators
Utah
$723K – – –
JFA
1461
JNBA Financial Advisors
Minnesota
$722K -$9.37K -117 -1%
FWP
1462
FAS Wealth Partners
Kansas
$718K +$7.05K +88 +1%
KCAM
1463
Kagan Cocozza Asset Management
New Jersey
$718K +$4.01K +50 +0.6%
TTIC
1464
Tower Trust & Investment Company
Iowa
$714K – – –
GLA
1465
Good Life Advisors
Pennsylvania
$714K -$201K -2,507 -22%
SWM
1466
SilverOak Wealth Management
Minnesota
$713K +$22.9K +286 +3%
CWG
1467
Cornerstone Wealth Group
North Carolina
$711K +$109K +1,357 +18%
SRC
1468
Shufro Rose & Co
New York
$711K – – –
WLPWM
1469
Walled Lake Planning & Wealth Management
Illinois
$711K – – –
FC
1470
Farringdon Capital
United Kingdom
$709K +$377K +4,709 +114%
WCM
1471
Winthrop Capital Management
Indiana
$708K +$9.3K +116 +1%
BFWA
1472
Benchmark Financial Wealth Advisors
Florida
$708K +$106K +1,319 +18%
CIM
1473
CIM Investment Management
Pennsylvania
$706K -$3.21K -40 -0.5%
MWP
1474
Meridian Wealth Partners
Pennsylvania
$706K +$3.13K +39 +0.4%
MIP
1475
Marietta Investment Partners
Wisconsin
$705K – – –
57 58
59
60 61