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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 %
CCA
2001
Cottonwood Capital Advisors
Utah
$307K +$240 +3 +0.1%
MCWA
2002
Meadow Creek Wealth Advisors
Georgia
$306K +$11.3K +141 +4%
UWM
2003
United Wealth Management
Virginia
$306K – – –
HWM
2004
HRC Wealth Management
Idaho
$305K +$881 +11 +0.3%
W
2005
Wealthquest
Ohio
$305K +$10.7K +134 +4%
FSCM
2006
Front Street Capital Management
Montana
$305K -$18K -225 -6%
DIP
2007
Davis Investment Partners
North Carolina
$305K +$305K +3,738 New
ABLA
2008
Alan B. Lancz & Associates
Ohio
$304K – – –
BC
2009
Brio Consultants
California
$304K – – –
CS
2010
Capital Square
Tennessee
$303K -$66K -800 -18%
TTWM
2011
TCV Trust & Wealth Management
Virginia
$303K +$24K +300 +9%
GSF
2012
Grove Street Fiduciary
New Hampshire
$302K – – –
NCTC
2013
New Covenant Trust Company
Indiana
$301K -$4.29K -54 -1%
OWA
2014
Outlook Wealth Advisors
Texas
$301K +$1.52K +19 +0.5%
GHA
2015
Granite Harbor Advisors
Texas
$300K +$33.4K +417 +13%
DWM
2016
DecisionMap Wealth Management
Virginia
$300K +$300K +3,742 New
VFG
2017
Victory Financial Group
Texas
$299K -$5.93K -74 -2%
KA
2018
Klingman & Associates
New York
$299K +$299K +3,734 New
FOA
2019
Five Oceans Advisors
California
$298K -$40.5K -505 -12%
XSC
2020
X-Square Capital
Puerto Rico
$298K -$11.9K -149 -4%
IWA
2021
IBEX Wealth Advisors
New Jersey
$297K -$884K -11,037 -75%
MPM
2022
MBB Public Markets
Illinois
$297K -$66.9K -835 -18%
BMO
2023
Beck Mack & Oliver
New York
$295K -$32K -400 -10%
VAG
2024
VisionPoint Advisory Group
Texas
$295K +$295K +3,676 New
TFIPS
2025
Towarzystwo Funduszy Inwestycyjnych PZU SA
$294K +$18.4K +230 +7%
79 80
81
82 83