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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 %
CSPIA
1701
Cary Street Partners Investment Advisory
Virginia
$488K +$72K +899 +17%
WC
1702
Westhampton Capital
North Carolina
$488K – – –
HWM
1703
Hohimer Wealth Management
Washington
$486K +$80 +1 +0%
SFO
1704
Stokes Family Office
Louisiana
$486K -$2.24K -28 -0.5%
WPWM
1705
Western Pacific Wealth Management
Illinois
$485K -$46.1K -576 -9%
SMWM
1706
Silvia McColl Wealth Management
California
$485K +$80 +1 +0%
FNBOH
1707
First National Bank of Hutchinson
Kansas
$483K – – –
CT
1708
Colonial Trust
South Carolina
$483K +$1.28K +16 +0.3%
BMWS
1709
Brady Martz Wealth Solutions
North Dakota
$482K +$102K +1,278 +27%
AAS
1710
Annex Advisory Services
Wisconsin
$481K – – –
CAM
1711
Campion Asset Management
Virginia
$480K -$32.7K -408 -6%
WA
1712
WealthTrust Axiom
Pennsylvania
$480K +$80.1K +1,000 +20%
AFG
1713
Allegheny Financial Group
Pennsylvania
$479K +$2.56K +32 +0.5%
SFS
1714
Stiles Financial Services
Minnesota
$478K +$2.56K +32 +0.5%
FA
1715
Fountainhead AM
New Jersey
$478K +$144K +1,801 +43%
FCFC
1716
First Citizens Financial Corp
Iowa
$477K -$19.8K -247 -4%
SWM
1717
Silverlake Wealth Management
Vermont
$476K -$6.33K -79 -1%
NRC
1718
New Republic Capital
North Carolina
$476K +$27.8K +347 +6%
LWL
1719
Leo Wealth LLC
Texas
$476K +$92.1K +1,149 +24%
SWM
1720
Stockman Wealth Management
Montana
$475K +$143K +1,788 +43%
TAM
1721
Titleist Asset Management
Texas
$474K -$23.3K -291 -5%
FIM
1722
Fruth Investment Management
Texas
$474K – – –
PTB
1723
Pioneer Trust Bank
Oregon
$473K – – –
FCA
1724
FLC Capital Advisors
California
$472K +$234K +2,925 +99%
SC
1725
Searle & Co
Connecticut
$472K – – –
67 68
69
70 71