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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 %
SOAG
1576
Silver Oak Advisory Group
Oregon
$590K +$590K +7,374 New
FCIM
1577
Fairview Capital Investment Management
California
$589K – – –
FI
1578
Financial Insights
Washington
$589K – – –
TCM
1579
Tradewinds Capital Management
Washington
$589K -$30.7K -383 -5%
NP
1580
Nilsine Partners
Colorado
$588K -$49.7K -620 -8%
PCI
1581
Pacifica Capital Investments
Texas
$588K – – –
BAS
1582
Brueske Advisory Services
Washington
$588K +$2.96K +37 +0.5%
WCG
1583
Weaver Consulting Group
California
$587K +$4.41K +55 +0.8%
PWA
1584
Physician Wealth Advisors
Utah
$585K +$15.4K +192 +3%
FFP
1585
FourThought Financial Partners
Florida
$585K +$179K +2,228 +44%
CC
1586
Copperleaf Capital
North Carolina
$584K +$262K +3,271 +81%
HI
1587
Humankind Investments
New York
$584K -$88.9K -1,109 -13%
LA
1588
Lakeside Advisors
Washington
$583K – – –
VP
1589
Verum Partners
North Carolina
$582K +$10.3K +128 +2%
FA
1590
Fermata Advisors
California
$582K -$440K -5,488 -43%
SMA
1591
Seven Mile Advisory
New Jersey
$582K +$19.5K +244 +3%
MCC
1592
Money Concepts Capital
Florida
$582K -$8.73K -109 -1%
DC
1593
Defender Capital
North Carolina
$581K – – –
RDWM
1594
Red Door Wealth Management
Tennessee
$580K +$17.3K +216 +3%
CWM
1595
Connecticut Wealth Management
Connecticut
$579K -$18.1K -226 -3%
WDL
1596
Well Done LLC
Michigan
$579K -$8.09K -101 -1%
AFT
1597
Alpha Family Trust
California
$578K – – –
LA
1598
LVW Advisors
New York
$578K +$36.9K +461 +7%
OAM
1599
Occidental Asset Management
California
$575K -$10K -125 -2%
BOSSRA
1600
B.O.S.S. Retirement Advisors
Utah
$575K +$78.4K +978 +16%
62 63
64
65 66