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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 %
MHR
1926
Matthew Hamilton Rosenberg
$343K +$127K +1,584 +59%
CCIA
1927
Cherry Creek Investment Advisors
Colorado
$343K – – –
GIA
1928
Guyasuta Investment Advisors
Pennsylvania
$341K +$20.2K +252 +6%
CWM
1929
Chesapeake Wealth Management
Virginia
$340K -$8.01K -100 -2%
VV
1930
Verity & Verity
South Carolina
$339K – – –
AIM
1931
Avity Investment Management
Connecticut
$339K -$44.1K -550 -12%
WAM
1932
Weinberger Asset Management
California
$338K -$4.01K -50 -1%
CWM
1933
Centurion Wealth Management
Virginia
$338K +$6.25K +78 +2%
CPC
1934
Consolidated Planning Corp
Georgia
$338K – – –
RBC
1935
Romano Brothers & Co
Illinois
$337K – – –
WMA
1936
West Michigan Advisors
Michigan
$335K +$881 +11 +0.3%
LFA
1937
Laraway Financial Advisors
Minnesota
$335K – – –
LWCFA
1938
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$334K -$17.3K -216 -5%
GBT
1939
Grove Bank & Trust
Florida
$334K +$9.61K +120 +3%
BBPWM
1940
Blue Bell Private Wealth Management
Pennsylvania
$333K +$2.56K +32 +0.8%
CAG
1941
Centerpoint Advisory Group
Kansas
$333K – – –
BWP
1942
Bernardo Wealth Planning
Pennsylvania
$333K +$4.33K +54 +1%
EIP
1943
Ellis Investment Partners
Pennsylvania
$333K +$160 +2 +0%
THL
1944
Tillman Hartley LLC
Colorado
$332K – – –
NWM
1945
Northcape Wealth Management
New York
$332K +$87.4K +1,091 +36%
KWM
1946
KFG Wealth Management
Indiana
$330K +$330K +4,123 New
IIM
1947
Ipswich Investment Management
Massachusetts
$329K – – –
KFS
1948
Keynote Financial Services
Connecticut
$328K -$10K -125 -3%
LCS
1949
Levin Capital Strategies
New York
$328K – – –
AWC
1950
Abundance Wealth Counselors
Pennsylvania
$328K +$80.1K +1,000 +32%
76 77
78
79 80