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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 %
MA
2076
MJP Associates
Connecticut
$274K +$28.1K +351 +11%
CWA
2077
Consilio Wealth Advisors
Washington
$274K +$2.54K +32 +0.9%
CAL
2078
Capital Advisors Ltd
Ohio
$273K +$5.62K +70 +2%
WDG
2079
Wealth Dimensions Group
Ohio
$272K +$12.4K +155 +5%
HIIFS
2080
Harel Insurance Investments & Financial Services
Israel
$272K – – –
SFS
2081
Strategic Financial Services
New York
$272K +$80 +1 +0%
PCM
2082
Princeton Capital Management
New Jersey
$271K +$271K +3,378 New
CAM
2083
Claret Asset Management
Quebec, Canada
$270K – – –
SWRP
2084
Summit Wealth & Retirement Planning
California
$269K – – –
CPCP
2085
Cedar Point Capital Partners
Iowa
$269K +$1.6K +20 +0.6%
TC
2086
Trilogy Capital
California
$268K +$27K +337 +11%
PSP
2087
Pacific Sage Partners
Washington
$268K +$6.17K +77 +2%
ALA
2088
Atlas Legacy Advisors
California
$268K -$11.6K -145 -4%
VC
2089
Veery Capital
Delaware
$267K +$24.8K +310 +10%
LWM
2090
LeConte Wealth Management
Tennessee
$267K +$267K +3,328 New
DOA
2091
D'Orazio & Associates
Virginia
$266K -$160 -2 -0.1%
AWA
2092
Aletheian Wealth Advisors
Washington
$266K +$3.29K +41 +1%
SCA
2093
Sandy Cove Advisors
Massachusetts
$266K +$38.5K +481 +17%
TWP
2094
Tempus Wealth Planning
California
$265K +$1.6K +20 +0.6%
PA
2095
Procyon Advisors
Connecticut
$265K -$282K -3,520 -52%
USWIA
2096
UP Strategic Wealth Investment Advisors
Pennsylvania
$264K -$11.2K -140 -4%
WCM
2097
Washington Capital Management
Washington
$264K – – –
UBG
2098
United Bank (Georgia)
Georgia
$264K -$5.13K -64 -2%
HWMG
2099
Hurlow Wealth Management Group
Indiana
$264K – – –
PS
2100
Planned Solutions
California
$264K -$12K -150 -4%
82 83
84
85 86