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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 %
TAP
1851
Tounjian Advisory Partners
Florida
$382K -$9.76K -136 -2%
GAM
1852
Gould Asset Management
California
$381K – – –
ORC
1853
O'Rourke & Company
Massachusetts
$379K +$240 +3 +0.1%
GCA
1854
Gradient Capital Advisors
California
$378K +$46.5K +580 +14%
NWWA
1855
New Wave Wealth Advisors
Arkansas
$378K -$3.77K -47 -1%
GPW
1856
Genesis Private Wealth
Virginia
$378K +$130K +1,621 +52%
HNWAG
1857
High Net Worth Advisory Group
Florida
$377K +$377K +4,700 New
AG
1858
AlTi Global
New York
$377K -$60.5K -752 -14%
PWM
1859
Partners Wealth Management
California
$377K – – –
FCMT
1860
Founders Capital Management (Texas)
Texas
$376K -$19.6K -245 -5%
AWM
1861
Ariadne Wealth Management
California
$376K +$106K +1,351 +39%
OP
1862
ORG Partners
Indiana
$375K +$251K +3,086 +201%
EI
1863
Ellevest Inc
New York
$375K -$36.2K -452 -9%
CPCM
1864
Cardinal Point Capital Management
Ontario, Canada
$375K +$375K +4,675 New
AIA
1865
Alternative Investment Advisors
Florida
$374K +$1.2K +15 +0.3%
MBTD
1866
Mechanics Bank - Trust Department
California
$374K -$472K -5,888 -56%
BCM
1867
Buckhead Capital Management
Georgia
$374K – – –
CWMK
1868
Caliber Wealth Management (Kansas)
Kansas
$373K +$11.1K +138 +3%
BGAI
1869
Bruce G. Allen Investments
Colorado
$372K +$4.25K +53 +1%
AF
1870
Apexium Financial
Texas
$371K +$53.5K +668 +17%
SIC
1871
Samalin Investment Counsel
New York
$371K -$18.2K -227 -5%
FWTB
1872
First Western Trust Bank
Colorado
$370K -$1.52K -19 -0.4%
VDI
1873
Vaughan David Investments
Illinois
$370K +$19.6K +244 +6%
RWP
1874
Revolve Wealth Partners
New Jersey
$370K -$10.7K -134 -3%
BFA
1875
Beacon Financial Advisory
Ohio
$368K +$77K +961 +26%
73 74
75
76 77