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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 %
IWA
1526
Icon Wealth Advisors
Texas
$637K -$2.24K -28 -0.4%
WA
1527
Wealthstream Advisors
New York
$636K +$52.1K +650 +9%
POIA
1528
Pin Oak Investment Advisors
Texas
$633K – – –
TF
1529
Trek Financial
Arizona
$632K +$108K +1,346 +21%
CCS
1530
Concentric Capital Strategies
Connecticut
$632K +$632K +7,890 New
CG
1531
CFO4Life Group
Texas
$631K -$91.7K -1,145 -13%
CIA
1532
Cape Investment Advisory
Georgia
$630K +$14.3K +178 +2%
IFWM
1533
Institute for Wealth Management
Colorado
$629K +$401 +5 +0.1%
AF
1534
Atala Financial
California
$629K – – –
FB
1535
First Bancorp
Maine
$628K -$51K -636 -8%
WA
1536
Wealth Architects
California
$627K -$28.9K -361 -4%
VCAM
1537
Van Cleef Asset Management
Ohio
$626K – – –
DTL
1538
Dynamic Technology Lab
Singapore
$626K +$626K +7,814 New
GWANC
1539
Guardian Wealth Advisors (North Carolina)
North Carolina
$626K +$33K +412 +6%
BIG
1540
Brookwood Investment Group
Arizona
$622K -$641K -8,004 -51%
EWA
1541
Elevate Wealth Advisory
Georgia
$621K -$577K -7,203 -48%
NL
1542
NWAM LLC
Washington
$618K -$102K -1,248 -14%
SIG
1543
Sky Investment Group
Connecticut
$617K – – –
BA
1544
Bridgewater Advisors
New York
$617K +$43.8K +530 +8%
EW
1545
Elyxium Wealth
California
$617K +$43.4K +542 +8%
SAM
1546
Summit Asset Management
Tennessee
$617K +$43.7K +545 +8%
TH
1547
TCTC Holdings
Texas
$616K +$1.36K +17 +0.2%
DE
1548
Diversified Enterprises
Delaware
$616K -$65.9K -822 -10%
DA
1549
Doliver Advisors
Texas
$615K – – –
SIS
1550
Sound Income Strategies
Florida
$614K +$5.61K +70 +0.9%
60 61
62
63 64