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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 %
CBT
1876
CoreFirst Bank & Trust
Kansas
$367K -$27.2K -340 -7%
SWGC
1877
Summit Wealth Group (Colorado)
Colorado
$367K +$367K +4,579 New
NGA
1878
Naples Global Advisors
Florida
$366K +$366K +4,564 New
PSC
1879
Prentiss Smith & Co
Vermont
$365K – – –
WAAG
1880
Wealth Alliance Advisory Group
Kansas
$365K – – –
TBWA
1881
Three Bridge Wealth Advisors
California
$364K +$364K +4,538 New
IIA
1882
Integral Investment Advisors
California
$364K – – –
TVM
1883
True Vision MN
Minnesota
$363K +$11.1K +138 +3%
NBWM
1884
North Berkeley Wealth Management
California
$361K -$175K -2,186 -33%
NED
1885
Nancy E. Dempze
$361K -$16K -200 -4%
SAM
1886
Strategy Asset Managers
California
$360K +$360K +4,498 New
CWM
1887
Concentrum Wealth Management
California
$360K -$5.21K -65 -1%
MA
1888
MKT Advisors
California
$360K -$24.8K -304 -6%
GKIM
1889
GW&K Investment Management
Massachusetts
$360K +$45K +561 +14%
Optiver Holding
1890
Optiver Holding
Netherlands
$360K -$12.2M -151,880 -97%
PWG
1891
Private Wealth Group
Florida
$360K +$25.6K +320 +8%
BHWM
1892
Bar Harbor Wealth Management
New Hampshire
$359K – – –
WPW
1893
Waldron Private Wealth
Pennsylvania
$358K -$16.2K -202 -4%
JWWM
1894
Johnson & White Wealth Management
Pennsylvania
$358K +$1.92K +24 +0.5%
SEP
1895
Southland Equity Partners
Missouri
$358K +$481 +6 +0.1%
OCM
1896
Osterweis Capital Management
California
$357K +$197K +2,464 +124%
OC
1897
Oakworth Capital
Alabama
$356K -$143K -1,790 -29%
FAB
1898
First American Bank
Illinois
$354K – – –
WIM
1899
Warwick Investment Management
Texas
$354K -$75.9K -947 -18%
FAM
1900
Formidable Asset Management
Ohio
$354K – – –
74 75
76
77 78