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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 %
LWM
1676
Lakeridge Wealth Management
Ohio
$503K -$961 -12 -0.2%
MCM
1677
Mengis Capital Management
Oregon
$502K -$24K -299 -5%
CLOS
1678
Compagnie Lombard Odier SCmA
Switzerland
$501K – – –
SFP
1679
SwitchPoint Financial Planning
Utah
$500K +$3.53K +44 +0.7%
RWA
1680
Redhawk Wealth Advisors
Minnesota
$500K +$1.04K +13 +0.2%
LB
1681
Legacy Bridge
Iowa
$499K – – –
ZIG
1682
Zullo Investment Group
Pennsylvania
$498K -$8.73K -109 -2%
TIA
1683
Traphagen Investment Advisors
New Jersey
$498K -$18.3K -229 -4%
BWAM
1684
Boyd Watterson Asset Management
Ohio
$498K -$2.56K -32 -0.5%
WPA
1685
Wealth Preservation Advisors
Tennessee
$498K +$1.44K +18 +0.3%
VCM
1686
Versant Capital Management
Arizona
$498K -$238K -2,975 -32%
TGAM
1687
TBH Global Asset Management
Tennessee
$498K -$17.9K -224 -3%
HIG
1688
Heritage Investment Group
Florida
$497K – – –
PCP
1689
Perbak Capital Partners
United Kingdom
$497K +$497K +6,199 New
AB
1690
Atlas Brown
Kentucky
$496K -$48.8K -609 -9%
JCM
1691
Jacobsen Capital Management
Utah
$496K +$55.1K +688 +13%
FNBTCON
1692
First National Bank & Trust Co of Newtown
Pennsylvania
$495K – – –
MW
1693
Maia Wealth
Colorado
$495K -$120K -1,492 -19%
CMAI
1694
Capital Management Associates Inc
Minnesota
$494K +$197K +2,464 +67%
KSWA
1695
Kathleen S. Wright Associates
Pennsylvania
$493K -$81.1K -1,000 -14%
MFC
1696
Morris Financial Concepts
South Carolina
$492K – – –
NG
1697
Novem Group
New York
$491K +$29.2K +364 +6%
AWA
1698
Alaska Wealth Advisors
Alaska
$490K +$6.33K +79 +1%
BWP
1699
Baldwin Wealth Partners
Massachusetts
$489K -$166K -2,078 -25%
KCFA
1700
Key Client Fiduciary Advisors
New Jersey
$488K -$2.8K -35 -0.6%
66 67
68
69 70