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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 %
AWE
1476
Avidian Wealth Enterprises
Texas
$704K +$99.4K +1,240 +16%
HI
1477
Hudock Inc
Pennsylvania
$703K +$80 +1 +0%
SB
1478
Strategic Blueprint
Georgia
$701K +$250K +3,121 +55%
TFA
1479
Transamerica Financial Advisors
Florida
$699K -$38.4K -479 -5%
AG
1480
Algert Global
California
$699K -$4.89M -61,002 -87%
BWP
1481
BlueStem Wealth Partners
Minnesota
$696K +$12.7K +158 +2%
DLA
1482
Douglas Lane & Associates
New York
$692K +$146K +1,817 +27%
CA
1483
Capital Advantage
California
$692K +$112K +1,399 +19%
VWM
1484
Venturi Wealth Management
Texas
$692K +$16.7K +209 +2%
PL
1485
Perpetual Ltd
Australia
$690K -$233K -2,902 -25%
AFP
1486
Ausdal Financial Partners
Iowa
$687K -$276K -3,445 -29%
Legacy Financial Group (Iowa)
1487
Legacy Financial Group (Iowa)
Iowa
$685K -$39.6K -494 -5%
ISFAN
1488
Investor's Fiduciary Advisor Network
Washington
$683K +$683K +8,537 New
CPA
1489
Capital Performance Advisors
California
$682K +$52.4K +654 +8%
SIM
1490
Sentry Investment Management
Wisconsin
$679K – – –
ICP
1491
Interchange Capital Partners
Pennsylvania
$678K +$33.3K +415 +5%
EA
1492
Everpar Advisors
Oklahoma
$678K +$95.7K +1,195 +16%
AAS
1493
Ameritas Advisory Services
Nebraska
$677K -$838K -10,460 -55%
SSWM
1494
Sheets Smith Wealth Management
North Carolina
$677K -$151K -1,882 -18%
LCWP
1495
Legacy Capital Wealth Partners
Arkansas
$676K -$6.33K -79 -0.9%
AMG
1496
Advisors Management Group
Wisconsin
$676K -$25.2K -315 -4%
BFC
1497
Bedel Financial Consulting
Indiana
$676K -$50.6K -631 -7%
AWM
1498
Aprio Wealth Management
Georgia
$675K +$216K +2,698 +47%
EGA
1499
Eagle Global Advisors
Texas
$674K – – –
VA
1500
Valmark Advisers
Ohio
$673K -$401 -5 -0.1%
58 59
60
61 62