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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 %
BW
2051
BXM Wealth
Colorado
$284K +$21.6K +269 +8%
WI
2052
Wedgewood Investors
Pennsylvania
$284K -$11.3K -141 -4%
FFA
2053
Fi3 Financial Advisors
Indiana
$281K -$42.5K -531 -13%
CIS
2054
Custom Index Systems
New York
$280K – – –
TLFA
2055
True Link Financial Advisors
California
$280K -$124K -1,542 -31%
DP
2056
Denver PWM
Colorado
$280K +$280K +3,496 New
HBW
2057
Hazlett, Burt & Watson
West Virginia
$280K -$43.2K -539 -13%
MWM
2058
McMill Wealth Management
Nebraska
$280K +$962 +12 +0.3%
RIA
2059
Regal Investment Advisors
Michigan
$280K -$35.2K -439 -11%
NG
2060
Northstar Group
New York
$278K – – –
SFC
2061
Sprinkle Financial Consultants
Colorado
$278K – – –
JWM
2062
JGP Wealth Management
Oregon
$278K +$80 +1 +0%
SIC
2063
SFE Investment Counsel
California
$278K +$5.45K +68 +2%
PWP
2064
Phillips Wealth Planners
Mississippi
$278K +$278K +3,403 New
FIB
2065
First Interstate Bank
Montana
$277K -$1.92K -24 -0.7%
OWA
2066
Octavia Wealth Advisors
Ohio
$277K -$31K -387 -10%
ATS
2067
Ashton Thomas Securities
New York
$277K -$21.9K -273 -7%
ANB
2068
Amarillo National Bank
Texas
$276K – – –
TNBTD
2069
Trustmark National Bank Trust Department
Mississippi
$276K -$34.5K -430 -11%
PAG
2070
Powers Advisory Group
Illinois
$275K -$1.44K -18 -0.5%
LA
2071
Lifeworks Advisors
Michigan
$275K +$11.6K +145 +4%
B
2072
BetterWealth
California
$274K – – –
SCA
2073
Scott Capital Advisors
Oregon
$274K +$38.6K +472 +16%
LWM
2074
Lionshead Wealth Management
New York
$274K -$2.56K -32 -0.9%
BWM
2075
BCS Wealth Management
Tennessee
$274K +$274K +3,420 New
81 82
83
84 85