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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 %
HWA
1626
HHM Wealth Advisors
Tennessee
$553K – – –
HR
1627
Howe & Rusling
New York
$548K -$31.5K -393 -5%
RZH
1628
Relyea Zuckerberg Hanson
Connecticut
$548K -$21.2K -264 -4%
SAM
1629
Secure Asset Management
Michigan
$547K +$53.4K +667 +11%
PSB
1630
Piscataqua Savings Bank
New Hampshire
$546K -$4.01K -50 -0.7%
NHT
1631
New Hampshire Trust
New Hampshire
$544K -$22.4K -280 -4%
FPCP
1632
Fort Point Capital Partners
California
$542K -$15.8K -197 -3%
LRIA
1633
Leonard Rickey Investment Advisors
Washington
$541K +$24.5K +306 +5%
CP
1634
Canopy Partners
Ohio
$541K +$11.1K +138 +2%
DMC
1635
Drexel Morgan & Co
Pennsylvania
$541K – – –
BWM
1636
BlackDiamond Wealth Management
New York
$540K +$109K +1,335 +25%
HBT
1637
Heartland Bank & Trust
Illinois
$540K -$11.9K -149 -2%
MS
1638
Maven Securities
Jersey
$540K +$66.2K +826 +14%
LA
1639
Lynch & Associates
Indiana
$539K +$10.8K +135 +2%
TC
1640
TFR Capital
Texas
$539K -$6.89K -86 -1%
OFG
1641
Oxford Financial Group
Indiana
$538K -$54K -674 -9%
CAI
1642
Capital Advisors Inc
Oklahoma
$536K +$233K +2,908 +77%
OL
1643
Optas LLC
Texas
$536K -$493K -6,151 -48%
TIM
1644
Thompson Investment Management
Wisconsin
$535K – – –
BC
1645
Belmont Capital
California
$532K – – –
CFG
1646
Cooper Financial Group
California
$531K -$102K -1,273 -16%
FFO
1647
Fortitude Family Office
Arizona
$530K -$66.3K -827 -11%
RLH
1648
RD Lewis Holdings
Florida
$529K +$42.4K +550 +9%
IF
1649
Intrua Financial
Texas
$526K +$34.5K +430 +7%
PC
1650
Permanens Capital
New York
$526K -$86.5K -1,080 -14%
64 65
66
67 68