WFC icon

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
2026
Beaumont Financial Advisors
Massachusetts
$293K +$42.5K +530 +17%
KOC
2027
Koss-Olinger Consulting
Florida
$293K -$101K -1,258 -26%
COFSG
2028
Carbahal Olsen Financial Services Group
California
$293K – – –
RIM
2029
Redwood Investment Management
Arizona
$293K -$220K -2,745 -43%
PCA
2030
Prosperity Capital Advisors
Ohio
$293K -$45.7K -570 -13%
SI
2031
Saxon Interests
Texas
$293K – – –
MWA
2032
Motive Wealth Advisors
Michigan
$293K +$10.3K +129 +4%
JWS
2033
Juncture Wealth Strategies
Arizona
$292K – – –
AWA
2034
Acorn Wealth Advisors
Michigan
$292K -$8.65K -108 -3%
SWM
2035
Seed Wealth Management
Illinois
$292K – – –
GWSG
2036
GPS Wealth Strategies Group
Colorado
$292K +$1.52K +19 +0.5%
EWM
2037
Endowment Wealth Management
Wisconsin
$291K -$1.76K -22 -0.6%
CF
2038
Convergence Financial
Missouri
$291K +$21.5K +268 +8%
LWA
2039
Lifelong Wealth Advisors
Minnesota
$291K +$8.33K +104 +3%
BFO
2040
Boston Family Office
Massachusetts
$290K – – –
FFC
2041
Frederick Financial Consultants
Maryland
$290K +$66.7K +832 +30%
EWS
2042
Eagle Wealth Strategies
New Jersey
$288K -$1.6K -20 -0.6%
SF
2043
SWP Financial
California
$288K – – –
RWM
2044
Riverbend Wealth Management
South Carolina
$287K +$287K +3,584 New
WWM
2045
WT Wealth Management
Arizona
$287K +$24.5K +306 +9%
HWMO
2046
Heritage Wealth Management (Ohio)
Ohio
$287K -$30K -375 -9%
CTWM
2047
Cherry Tree Wealth Management
Minnesota
$287K – – –
FHA
2048
Flagship Harbor Advisors
Massachusetts
$286K +$13.3K +166 +5%
BW
2049
BIP Wealth
Georgia
$286K -$160K -1,996 -36%
OPWM
2050
Oregon Pacific Wealth Management
Oregon
$284K +$3.61K +45 +1%
80 81
82
83 84