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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 %
MAG
1801
Mokosak Advisory Group
Iowa
$412K +$1.92K +24 +0.5%
OIS
1802
OneAscent Investment Solutions
Alabama
$411K -$18.6K -232 -4%
AG
1803
AmeriFlex Group
Nevada
$410K -$33.7K -422 -8%
BWA
1804
Burt Wealth Advisors
Maryland
$409K – – –
SSA
1805
Schonfeld Strategic Advisors
New York
$408K -$16.8M -209,444 -98%
BHIA
1806
Birch Hill Investment Advisors
Massachusetts
$407K – – –
SF
1807
Symphony Financial
Texas
$407K +$407K +5,038 New
EL
1808
EWA LLC
Pennsylvania
$407K +$1.68K +21 +0.4%
FFG
1809
Fortem Financial Group
California
$405K -$136K -1,700 -25%
MSAM
1810
Moloney Securities Asset Management
Missouri
$405K -$17K -212 -4%
WH
1811
Willner & Heller
California
$405K +$2.16K +27 +0.5%
SL
1812
Sentinus LLC
Illinois
$402K +$18.4K +230 +5%
WAM
1813
Walker Asset Management
Missouri
$401K +$1.84K +23 +0.5%
QOP
1814
Quinn Opportunity Partners
Virginia
$401K -$3.48M -43,471 -90%
MJP
1815
Michael J. Puzo
$401K – – –
RL
1816
Ruffer LLP
United Kingdom
$401K – – –
SHGA
1817
Sand Hill Global Advisors
California
$400K +$801 +10 +0.2%
GSWM
1818
Golden State Wealth Management
California
$400K -$6.41K -80 -2%
QFA
1819
Quantum Financial Advisors
California
$400K -$320 -4 -0.1%
MWM
1820
Maripau Wealth Management
Indiana
$400K +$48.1K +600 +14%
KW
1821
KWB Wealth
California
$398K -$14K -195 -3%
BMCM
1822
Bryn Mawr Capital Management
Pennsylvania
$398K +$40.9K +511 +11%
TPA
1823
Trivium Point Advisory
Connecticut
$398K +$64.4K +804 +19%
HCMG
1824
Howard Capital Management Group
California
$397K -$40.1K -500 -9%
FFA
1825
Founders Financial Alliance
North Carolina
$396K -$118K -1,479 -23%
71 72
73
74 75