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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 %
RA
2101
Rise Advisors
New York
$263K -$6.81K -85 -3%
BSB
2102
Bangor Savings Bank
Maine
$263K -$2.64K -33 -1%
HA
2103
HC Advisors
Georgia
$263K -$57.3K -715 -18%
HC
2104
Hara Capital
Washington
$262K – – –
FWM
2105
Finer Wealth Management
Massachusetts
$262K -$4.97K -62 -2%
RC
2106
Rovin Capital
Arizona
$261K +$481 +6 +0.2%
PCMC
2107
Paragon Capital Management (Colorado)
Colorado
$261K – – –
BIG
2108
Builder Investment Group
Georgia
$260K – – –
HWA
2109
Heartwood Wealth Advisors
Virginia
$260K +$260K +3,244 New
FWA
2110
FSM Wealth Advisors
Ohio
$259K +$259K +3,151 New
HPM
2111
Hoxton Planning & Management
West Virginia
$259K +$721 +9 +0.3%
NPT
2112
Nixon Peabody Trust
Massachusetts
$259K +$259K +3,236 New
SFA
2113
Souders Financial Advisors
Ohio
$259K +$259K +3,233 New
VCM
2114
Vivaldi Capital Management
Illinois
$259K +$13.2K +165 +5%
CFA
2115
Capstone Financial Advisors
Illinois
$259K +$80 +1 +0%
NWA
2116
Navis Wealth Advisors
New York
$258K +$258K +3,225 New
CWA
2117
Canvas Wealth Advisors
Kansas
$258K +$258K +3,109 New
PCM
2118
Penserra Capital Management
California
$257K -$44.6K -559 -15%
EFG
2119
Embree Financial Group
Illinois
$257K +$6.33K +79 +3%
SPI
2120
Sutton Place Investors
New York
$256K +$256K +3,201 New
CIA
2121
Caledonia Investments (Australia)
Australia
$256K – – –
CGH
2122
CMG Global Holdings
Texas
$256K – – –
DDC
2123
DF Dent & Co
Maryland
$256K -$801K -10,000 -76%
BAM
2124
Brave Asset Management
New Jersey
$255K – – –
YDMI
2125
Y.D. More Investments
Israel
$255K -$132K -1,659 -34%
83 84
85
86 87