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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 %
MW
1726
MBL Wealth
North Carolina
$471K -$10.1K -126 -2%
IFU
1727
iSAM Funds (UK)
United Kingdom
$471K -$63.5K -793 -12%
TCB
1728
Texas Capital Bancshares
Texas
$469K -$113K -1,408 -19%
HCWM
1729
Hidden Cove Wealth Management
Washington
$467K +$11.5K +144 +3%
AA
1730
ALPS Advisors
Colorado
$465K -$81.7K -1,020 -15%
NCM
1731
Novare Capital Management
North Carolina
$464K +$117K +1,457 +34%
AF
1732
Arrow Financial
New York
$464K -$8.97K -112 -2%
ETC
1733
Exchange Traded Concepts
Oklahoma
$463K -$625K -7,800 -57%
ITIM
1734
Indiana Trust & Investment Management
Indiana
$463K – – –
PFW
1735
Petros Family Wealth
Minnesota
$461K -$88K -1,098 -16%
CFP
1736
Cascade Financial Partners
California
$461K -$32K -400 -7%
BBW
1737
Blue Barn Wealth
Utah
$460K +$60.5K +755 +15%
MA
1738
Mezzasalma Advisors
New Jersey
$459K -$1.04K -13 -0.2%
DWM
1739
Denver Wealth Management
Colorado
$459K +$641 +8 +0.1%
1WA
1740
180 Wealth Advisors
Washington
$459K -$8.49K -106 -2%
OAM
1741
Oxford Asset Management
United Kingdom
$458K +$458K +5,721 New
SIMG
1742
Sonora Investment Management Group
Arizona
$458K +$81.5K +1,017 +22%
NPA
1743
Nichols & Pratt Advisers
Massachusetts
$457K -$40.1K -500 -8%
SNBOSD
1744
Security National Bank of So Dak
Iowa
$457K – – –
FC
1745
Forte Capital
New York
$455K +$48.8K +609 +12%
UF
1746
Univest Financial
Pennsylvania
$455K -$23.6K -294 -5%
TW
1747
Traveka Wealth
California
$454K +$71.1K +888 +19%
PCG
1748
PFC Capital Group
California
$454K -$12.2K -153 -3%
GCM
1749
G2 Capital Management
Ohio
$453K – – –
EFA
1750
Evernest Financial Advisors
Indiana
$452K -$52.6K -657 -10%
68 69
70
71 72