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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 %
BWM
1501
Baron Wealth Management
Michigan
$672K +$113K +1,408 +20%
CA
1502
Claro Advisors
Massachusetts
$671K -$665K -8,298 -50%
SCP
1503
Sivia Capital Partners
California
$671K -$2.24K -28 -0.3%
APW
1504
Austin Private Wealth
Texas
$667K +$120K +1,492 +22%
TA
1505
Tactive Advisors
Florida
$662K +$662K +8,267 New
FMB
1506
Field & Main Bank
Kentucky
$661K -$6.01K -75 -0.9%
TCWA
1507
Turtle Creek Wealth Advisors
Texas
$660K +$660K +8,242 New
AC
1508
ASB Consultores
Florida
$660K +$141K +1,762 +27%
ML
1509
McAdam LLC
Pennsylvania
$658K -$20K -250 -3%
BTWM
1510
Baker Tilly Wealth Management
Wisconsin
$655K +$95.2K +1,188 +17%
CIC
1511
Cutler Investment Counsel
Oregon
$655K – – –
LFA
1512
Lauterbach Financial Advisors
Texas
$654K +$3.53K +44 +0.5%
MAA
1513
Mraz Amerine & Associates
California
$652K +$652K +8,143 New
SCA
1514
Sippican Capital Advisors
Massachusetts
$652K – – –
TCM
1515
Tributary Capital Management
Nebraska
$651K -$8.01K -100 -1%
VWM
1516
Vermillion Wealth Management
Minnesota
$649K +$1.68K +21 +0.3%
SB
1517
Sunflower Bank
Texas
$648K +$56.7K +708 +10%
SCM
1518
Sebold Capital Management
Illinois
$645K +$4.49K +56 +0.7%
OWIM
1519
Old West Investment Management
California
$644K – – –
EGA
1520
E&G Advisors
Texas
$644K -$191K -2,379 -23%
ACG
1521
Allen Capital Group
Nebraska
$643K -$32.4K -405 -5%
IF
1522
Integrity Financial
Wyoming
$643K – – –
RWM
1523
RKL Wealth Management
Pennsylvania
$643K -$13.3K -166 -2%
AAP
1524
Arax Advisory Partners
Colorado
$641K +$187K +1,841 +41%
AA
1525
Auxano Advisors
Washington
$637K -$9.21K -115 -1%
59 60
61
62 63