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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 %
BI
1751
Bradyco Inc
Massachusetts
$451K – – –
IA
1752
Inspire Advisors
Idaho
$449K +$59.2K +739 +15%
FCAS
1753
First Command Advisory Services
Texas
$447K +$25.9K +323 +6%
SMC
1754
Smith, Moore & Co
Missouri
$444K +$15.6K +195 +4%
WMA
1755
Wealth Management Associates
New Jersey
$443K – – –
PWP
1756
Pursue Wealth Partners
California
$443K – – –
HR
1757
Hardy Reed
Mississippi
$442K -$42.3K -528 -9%
BFIC
1758
Bedell Frazier Investment Counselling
California
$441K – – –
EMAM
1759
Encompass More Asset Management
California
$439K -$276K -3,448 -39%
Bank Julius Baer & Co
1760
Bank Julius Baer & Co
Switzerland
$438K +$51.5K +643 +13%
CCM
1761
Charter Capital Management
Wisconsin
$438K +$438K +5,471 New
ACM
1762
Arcataur Capital Management
Wisconsin
$437K -$2K -25 -0.5%
MFA
1763
Mayflower Financial Advisors
Massachusetts
$437K +$38.2K +477 +10%
NCM
1764
Narwhal Capital Management
Georgia
$436K -$3.69K -46 -0.8%
ACM
1765
Avalon Capital Management
California
$436K +$436K +5,436 New
DA
1766
Detalus Advisors
Missouri
$435K – – –
RFA
1767
Register Financial Advisors
Georgia
$434K +$8.01K +100 +2%
DWAM
1768
Duncan Williams Asset Management
Tennessee
$432K -$18.7K -233 -4%
MCP
1769
Mirador Capital Partners
California
$430K +$6.33K +79 +1%
PCM
1770
Parsons Capital Management
Rhode Island
$429K -$32K -400 -7%
CTI
1771
Community Trust & Investment
Kentucky
$427K +$15.9K +198 +4%
NFP
1772
Narus Financial Partners
Utah
$426K +$26.8K +334 +7%
HIM
1773
Hillsdale Investment Management
Ontario, Canada
$426K +$105K +1,310 +33%
IB
1774
Intrust Bank
Kansas
$425K -$124K -1,543 -23%
CC
1775
Constitution Capital
Connecticut
$425K – – –
69 70
71
72 73