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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 %
BWS
1976
Buck Wealth Strategies
Colorado
$318K +$56.2K +701 +21%
EIG
1977
Ellenbecker Investment Group
Wisconsin
$318K +$1.6K +20 +0.5%
TW
1978
Towerpoint Wealth
California
$316K – – –
Walleye Capital
1979
Walleye Capital
New York
$316K -$22M -275,110 -99%
BIA
1980
Bell Investment Advisors
California
$316K +$92.9K +1,159 +42%
FMN
1981
Financial Management Network
California
$315K +$315K +3,770 New
FSA
1982
Financial Security Advisor
Virginia
$314K +$6.89K +86 +2%
CNB
1983
Camden National Bank
Maine
$314K -$9.37K -117 -3%
PCMN
1984
Paradigm Capital Management (Nevada)
Nevada
$314K – – –
FFG
1985
First Financial Group
North Carolina
$313K -$55.8K -697 -15%
WMP
1986
Wealth Management Partners
Arizona
$313K +$10.5K +128 +3%
NDSI
1987
Newman Dignan & Sheerar Inc
Rhode Island
$313K -$9.94K -124 -3%
VC
1988
Vicus Capital
Pennsylvania
$312K +$1.2K +15 +0.4%
CAM
1989
Cozad Asset Management
Illinois
$311K +$58.2K +727 +23%
FA
1990
Fedenia Advisers
Wisconsin
$311K -$1.04K -13 -0.3%
TWA
1991
TCI Wealth Advisors
Arizona
$311K -$5.13K -64 -2%
CWA
1992
Centennial Wealth Advisory
Michigan
$310K +$4.9K +61 +2%
CCA
1993
Cooper Capital Advisors
California
$310K – – –
S
1994
Sunpointe
Missouri
$310K +$14.3K +178 +5%
TDC
1995
Thompson Davis & Co
Virginia
$309K +$309K +3,856 New
BOPW
1996
Brandywine Oak Private Wealth
Pennsylvania
$309K -$568K -7,084 -65%
ACP
1997
Aviance Capital Partners
Florida
$307K -$38.9K -485 -11%
MFS
1998
Madrona Financial Services
Washington
$307K +$17K +212 +6%
PBF
1999
Petix & Botte Financial
California
$307K – – –
FNWA
2000
Financial Network Wealth Advisors
Utah
$307K +$1.04K +13 +0.3%
78 79
80
81 82