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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 %
IC
1776
Inscription Capital
Texas
$423K -$8.49K -106 -2%
SFC
1777
SYM Financial Corp
Indiana
$422K +$29.2K +364 +7%
1C
1778
111 Capital
France
$422K +$422K +5,269 New
MFWP
1779
Mosaic Family Wealth Partners
Missouri
$422K +$10.3K +129 +3%
FFC
1780
First Financial Corp
Indiana
$421K -$10.9K -136 -3%
ST
1781
Smithfield Trust
Pennsylvania
$421K – – –
VWA
1782
VSM Wealth Advisory
Maryland
$421K +$11.4K +142 +3%
UWPG
1783
Ullmann Wealth Partners Group
Florida
$420K +$27K +337 +7%
WTA
1784
Washington Trust Advisors
Massachusetts
$419K +$1.76K +22 +0.4%
GWWM
1785
Great Waters Wealth Management
Minnesota
$418K +$7.77K +97 +2%
MAM
1786
MMA Asset Management
Pennsylvania
$417K -$8.01K -100 -2%
MPCG
1787
Matrix Private Capital Group
New York
$417K -$5.85K -73 -1%
WFA
1788
Wellspring Financial Advisors
Ohio
$417K +$417K +5,200 New
MSA
1789
Marino Stram & Associates
Massachusetts
$416K +$1.76K +22 +0.4%
AP
1790
Americana Partners
Texas
$416K -$4.17K -52 -1%
GWM
1791
GK Wealth Management
Nevada
$416K -$12K -150 -3%
ACM
1792
Ayrshire Capital Management
Connecticut
$416K +$120K +1,493 +40%
FHC
1793
First Heartland Consultants
Missouri
$416K +$7.77K +97 +2%
NFC
1794
Northeast Financial Consultants
Connecticut
$416K – – –
KWM
1795
Keebeck Wealth Management
Illinois
$415K +$18.3K +229 +5%
WF
1796
WoodTrust Financial
Wisconsin
$414K -$79.7K -994 -16%
RP
1797
Raelipskie Partnership
Ontario, Canada
$414K – – –
BFF
1798
Byrne Financial Freedom
Massachusetts
$413K – – –
VSQM
1799
V-Square Quantitative Management
Illinois
$413K +$126K +1,567 +44%
SSA
1800
Sierra Summit Advisors
Nevada
$412K – – –
70 71
72
73 74