WFC icon

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 %
AWP
1651
Axis Wealth Partners
Rhode Island
$525K +$6.25K +78 +1%
KFGK
1652
Keystone Financial Group (Kentucky)
Kentucky
$525K +$4.09K +51 +0.8%
AMIM
1653
Aull & Monroe Investment Management
Alabama
$522K -$16K -200 -3%
LIP
1654
Lighthouse Investment Partners
Florida
$520K -$24.3M -303,821 -98%
RIS
1655
Richmond Investment Services
Wisconsin
$515K +$290K +3,618 +129%
SCM
1656
Sterneck Capital Management
Missouri
$514K +$33.6K +419 +7%
MAG
1657
M3 Advisory Group
Massachusetts
$512K +$2.89K +36 +0.6%
CFO
1658
CVA Family Office
Colorado
$512K -$14.8K -185 -3%
PMSA
1659
Patrick M. Sweeney & Associates
Illinois
$511K +$46.5K +556 +10%
VCP
1660
Verus Capital Partners
Arizona
$511K +$35.3K +441 +7%
HKIM
1661
Hayek Kallen Investment Management
Alabama
$510K +$128K +1,600 +34%
DSC
1662
Duncker Streett & Co
Missouri
$510K +$24.8K +309 +5%
APG
1663
Abacus Planning Group
South Carolina
$509K +$45.7K +570 +10%
RWPA
1664
Richard W. Paul & Associates
Michigan
$509K -$2.08K -26 -0.4%
WF
1665
Wayfinding Financial
Washington
$509K -$35.1K -453 -6%
AC
1666
Allstate Corporation
Illinois
$508K -$9.05M -112,959 -95%
SB
1667
Simmons Bank
Arkansas
$508K -$20.7K -258 -4%
EW
1668
Evoke Wealth
California
$508K -$105K -1,310 -17%
SFI
1669
SPC Financial Inc
Maryland
$507K +$6.09K +76 +1%
SC
1670
Schulhoff & Co
Ohio
$505K -$39.9K -498 -7%
CWM
1671
Circle Wealth Management
New Jersey
$505K -$149K -1,862 -23%
FRA
1672
Front Row Advisors
California
$504K – – –
FFG
1673
Fortress Financial Group
Minnesota
$504K +$1.28K +16 +0.3%
WPP
1674
Whalerock Point Partners
Rhode Island
$503K +$94.1K +1,175 +23%
SAM
1675
Sequent Asset Management
Texas
$503K -$37.8K -472 -7%
65 66
67
68 69