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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 %
BFA
1901
Bill Few Associates
Pennsylvania
$354K -$5.45K -68 -2%
CCM
1902
Check Capital Management
California
$354K -$40.1K -500 -10%
RFP
1903
Root Financial Partners
California
$353K +$97.3K +1,214 +38%
CTA
1904
Colonial Trust Advisors
South Carolina
$353K +$42.4K +529 +14%
LAM
1905
Lewis Asset Management
California
$353K +$353K +4,407 New
CFS
1906
CRA Financial Services
New Jersey
$353K +$41.9K +523 +13%
KLWA
1907
Kelly Lawrence W & Associates
California
$353K – – –
PC
1908
Prairiewood Capital
North Dakota
$353K – – –
IP
1909
Ignite Planners
California
$352K -$2.34K -29 -0.7%
AIA
1910
Accelerate Investment Advisors
California
$352K -$36.5K -456 -9%
SP
1911
Stonebrook Private
Michigan
$352K -$8.65K -108 -2%
SI
1912
Seeds Investor
New York
$351K +$49.7K +620 +16%
CSC
1913
Caldwell Sutter Capital
California
$350K -$11.9K -148 -3%
IWA
1914
Integrity Wealth Advisors
California
$350K -$3.37K -42 -1%
BMWM
1915
Brown Miller Wealth Management
Virginia
$350K +$350K +4,364 New
OFW
1916
Omnia Family Wealth
Florida
$348K +$28.8K +360 +9%
FM
1917
Family Management
New York
$347K +$347K +4,336 New
LG
1918
Leuthold Group
Minnesota
$347K -$29.5K -368 -8%
EA
1919
Evolution Advisers
Virginia
$347K -$8.65K -108 -2%
GJWM
1920
Gilliland Jeter Wealth Management
Arkansas
$346K -$25K -312 -7%
PFA
1921
Professional Financial Advisors
Nebraska
$346K +$1.76K +22 +0.5%
ICP
1922
Impact Capital Partners
Colorado
$344K +$26.4K +330 +8%
AWM
1923
Ameliora Wealth Management
Switzerland
$344K – – –
DWM
1924
Destination Wealth Management
California
$344K -$39.7K -495 -10%
IA
1925
IFG Advisors
Missouri
$343K +$80 +1 +0%
75 76
77
78 79