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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 %
CA
1826
CoreCap Advisors
Michigan
$396K -$173K -2,155 -30%
SL
1827
Salomon & Ludwin
Virginia
$395K -$29.1K -353 -7%
RS
1828
R Squared
Hong Kong
$395K +$395K +4,927 New
CD
1829
Chapin Davis
Maryland
$394K -$1.2K -15 -0.3%
KFC
1830
Klingenstein Fields & Co
New York
$394K -$23.1K -288 -6%
CPWA
1831
Cerro Pacific Wealth Advisors
California
$393K +$16.2K +202 +4%
4WM
1832
49 Wealth Management
Texas
$393K +$2.64K +33 +0.7%
S
1833
Sachetta
Massachusetts
$393K +$8.73K +109 +2%
AFA
1834
AA Financial Advisors
Ohio
$392K +$143K +1,791 +58%
SGCA
1835
Steel Grove Capital Advisors
Tennessee
$391K – – –
KNW
1836
Kesler Norman & Wride
Utah
$391K +$2K +25 +0.5%
PMFA
1837
Plante Moran Financial Advisors
Michigan
$391K +$961 +12 +0.2%
HIS
1838
Harvest Investment Services
Illinois
$391K +$13.1K +164 +3%
AIA
1839
AssuredPartners Investment Advisors
Florida
$390K -$67.1K -837 -15%
JSAM
1840
J. Safra Asset Management
New York
$390K +$20.8K +262 +6%
OHWA
1841
Oak Hill Wealth Advisors
Virginia
$389K +$3.59K +44 +0.9%
JWM
1842
Jacksonville Wealth Management
Florida
$389K – – –
BFP
1843
Brewster Financial Planning
New York
$388K +$1.76K +22 +0.5%
SP
1844
Successful Portfolios
Florida
$388K +$80 +1 +0%
MWM
1845
MinichMacGregor Wealth Management
New York
$388K – – –
GA
1846
GFS Advisors
Texas
$386K – – –
ACP
1847
Argyle Capital Partners
California
$385K +$21K +262 +6%
BWG
1848
Beta Wealth Group
California
$385K +$8.17K +102 +2%
GITFIT
1849
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$385K +$24K +300 +7%
TWA
1850
Talisman Wealth Advisors
New Jersey
$383K +$16K +200 +4%
72 73
74
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