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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 %
MA
1601
MCF Advisors
Kentucky
$574K -$20K -250 -3%
SFB
1602
STAR Financial Bank
Indiana
$573K -$26.3K -328 -4%
MAG
1603
MRA Advisory Group
New Jersey
$572K +$280K +3,493 +96%
SAM
1604
S.A. Mason
Michigan
$572K +$2.64K +33 +0.5%
LIA
1605
LBMC Investment Advisors
Tennessee
$571K +$26.8K +334 +5%
CA
1606
Cambridge Advisors
Nebraska
$570K -$7.93K -99 -1%
PP
1607
Patten & Patten
Tennessee
$569K -$23K -287 -4%
MCA
1608
MSH Capital Advisors
Arizona
$569K +$72.5K +905 +15%
MA
1609
MONECO Advisors
Connecticut
$569K +$1.2K +15 +0.2%
CA
1610
Cache Advisors
California
$569K +$569K +7,100 New
DIM
1611
Delta Investment Management
California
$568K +$1.28K +16 +0.2%
AO
1612
Advisor OS
Illinois
$568K +$36.8K +459 +7%
CWS
1613
Confluence Wealth Services
Pennsylvania
$568K – – –
OL
1614
one8zero8 LLC
North Carolina
$568K -$32K -400 -5%
VCM
1615
Virtue Capital Management
Tennessee
$567K -$16.7K -208 -3%
MIC
1616
Means Investment Company
Maine
$566K +$14.7K +183 +3%
TCM
1617
Traynor Capital Management
Pennsylvania
$564K +$17.7K +217 +3%
SFG
1618
SNS Financial Group
Minnesota
$563K +$1.44K +18 +0.3%
LC
1619
Lincoln Capital
Nebraska
$562K +$160 +2 +0%
KA
1620
Kearns & Associates
California
$561K – – –
CT
1621
Coastline Trust
Rhode Island
$559K -$23.9K -298 -4%
SPWM
1622
Spartan Planning & Wealth Management
North Carolina
$558K +$26.4K +330 +5%
WC
1623
Weil Company
California
$557K -$36.8K -459 -6%
SAM
1624
Sawgrass Asset Management
Florida
$556K +$35.8K +447 +7%
CWA
1625
Cornerstone Wealth Advisors
Minnesota
$555K +$183K +2,287 +49%
63 64
65
66 67