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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 %
MCA
1951
Magnolia Capital Advisors
Mississippi
$328K +$41.7K +521 +15%
SIG
1952
Sargent Investment Group
Maryland
$328K -$2.72K -35 -0.8%
EC
1953
EdgeRock Capital
Colorado
$327K +$327K +4,083 New
HIMC
1954
Heritage Investors Management Corp
Maryland
$327K +$327K +4,081 New
AMBIA
1955
Allen Mooney & Barnes Investment Advisors
Georgia
$327K -$961 -12 -0.3%
CWM
1956
CarsonAllaria Wealth Management
Illinois
$327K -$6.09K -76 -2%
TSWM
1957
Tyler-Stone Wealth Management
Ohio
$326K -$23K -287 -7%
SIM
1958
SSI Investment Management
California
$325K -$225K -2,805 -41%
SCM
1959
Stordahl Capital Management
Colorado
$324K – – –
TFCP
1960
Twin Focus Capital Partners
Massachusetts
$324K – – –
HA
1961
HFG Advisors
Ohio
$324K +$324K +4,038 New
PWM
1962
Power Wealth Management
Georgia
$323K +$47.5K +593 +17%
LI
1963
LifeWealth Investments
Florida
$323K +$323K +4,030 New
PCA
1964
Peddock Capital Advisors
Massachusetts
$322K – – –
CAL
1965
Capital Analysts LLC
Pennsylvania
$322K +$321 +4 +0.1%
JHP
1966
James Hambro & Partners
United Kingdom
$322K – – –
IAG
1967
Investment Advisory Group
Massachusetts
$321K +$64.4K +804 +25%
TI
1968
tru Independence
Oregon
$321K -$20K -250 -6%
FFA
1969
First Foundation Advisors
California
$321K +$321K +4,003 New
UBV
1970
United Bank (Virginia)
Virginia
$320K – – –
EP
1971
EPIQ Partners
Minnesota
$320K – – –
WCFA
1972
Walkner Condon Financial Advisors
Wisconsin
$319K +$16.8K +210 +6%
CBB
1973
Citizens Business Bank
California
$319K +$51.7K +645 +19%
FPF
1974
First Pacific Financial
Washington
$319K -$5.29K -66 -2%
1L
1975
10Elms LLP
Oklahoma
$318K +$21.6K +270 +7%
77 78
79
80 81