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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 %
LI
1551
LRI Investments
Florida
$613K +$77.4K +966 +14%
OWM
1552
OneAscent Wealth Management
Alabama
$613K +$18.7K +234 +3%
WTFG
1553
Wood Tarver Financial Group
Idaho
$611K – – –
CL
1554
COWA LLC
Oklahoma
$611K +$65.9K +823 +12%
ZI
1555
ZEGA Investments
Florida
$611K +$611K +7,623 New
CB
1556
Cadence Bank
Mississippi
$610K +$50.8K +634 +9%
IIC
1557
Ironwood Investment Counsel
Arizona
$610K -$31.6K -395 -5%
DWM
1558
DKM Wealth Management
California
$608K +$160 +2 +0%
PSP
1559
Principal Street Partners
Tennessee
$608K +$280K +3,498 +85%
SIAG
1560
Safeguard Investment Advisory Group
California
$607K -$26.3K -328 -4%
CCWM
1561
Cassaday & Co Wealth Management
Virginia
$607K +$35.2K +439 +6%
WA
1562
Waddell & Associates
Tennessee
$607K -$49.8K -621 -8%
BWM
1563
BigSur Wealth Management
Florida
$605K – – –
MFG
1564
Mosaic Financial Group
Illinois
$604K +$1.2K +15 +0.2%
MFG
1565
Magnus Financial Group
New York
$598K +$160 +2 +0%
TCM
1566
Triumph Capital Management
Colorado
$598K -$116K -1,450 -16%
GAA
1567
Global Assets Advisory
Florida
$597K +$597K +7,330 New
PMWMG
1568
Parr McKnight Wealth Management Group
Minnesota
$597K – – –
CA
1569
Cornerstone Advisory
Maryland
$596K +$11.2K +140 +2%
BFG
1570
Bouchey Financial Group
New York
$595K -$2K -25 -0.3%
BLC
1571
Brown, Lisle/Cummings
Rhode Island
$595K +$80 +1 +0%
RAM
1572
Readystate Asset Management
Illinois
$594K +$594K +7,419 New
ST
1573
Spinnaker Trust
Maine
$593K – – –
BPW
1574
Bingham Private Wealth
California
$593K +$41.7K +521 +8%
BCCM
1575
Bridge Creek Capital Management
Massachusetts
$593K – – –
61 62
63
64 65