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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 %
CSB
2126
City State Bank
Iowa
$255K – – –
YWM
2127
Yukon Wealth Management
Kansas
$255K +$10.6K +132 +4%
CCA
2128
Catalyst Capital Advisors
New York
$254K +$85.5K +1,067 +51%
FWM
2129
Forza Wealth Management
Florida
$254K – – –
KOMWMG
2130
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$253K +$4.33K +54 +2%
ETS
2131
ESL Trust Services
New York
$253K -$7.05K -88 -3%
PFM
2132
Patton Fund Management
Texas
$253K +$253K +3,158 New
AP
2133
Atwood & Palmer
Missouri
$253K +$18.5K +231 +8%
LOAMU
2134
Lombard Odier Asset Management (USA)
New York
$253K +$253K +3,155 New
OAS
2135
Optivise Advisory Services
Tennessee
$253K +$24.3K +303 +11%
WFPG
2136
Waller Financial Planning Group
Ohio
$252K – – –
MCCA
2137
Mill Creek Capital Advisors
Pennsylvania
$252K -$1.04K -13 -0.4%
BFC
2138
Blue Fin Capital
Rhode Island
$252K +$252K +3,143 New
NB
2139
Northwest Bancshares
Pennsylvania
$251K – – –
SPF
2140
South Plains Financial
Texas
$251K – – –
CS
2141
Candriam SCA
Luxembourg
$251K -$153K -1,905 -38%
CAWM
2142
Capital Advisors Wealth Management
Washington
$251K -$24K -300 -9%
MAM
2143
McLean Asset Management
Virginia
$251K +$251K +3,048 New
HFA
2144
Hutchinson Financial Advisors
Virginia
$251K +$251K +3,129 New
HFAS
2145
Hummer Financial Advisory Services
Illinois
$250K – – –
SCG
2146
Sonata Capital Group
Washington
$250K – – –
TBT
2147
Texas Bank & Trust
Texas
$250K +$250K +3,120 New
HGWM
2148
Horst & Graben Wealth Management
Oregon
$250K +$5.93K +74 +2%
SOS
2149
Silver Oak Securities
Tennessee
$250K +$6.01K +75 +2%
VF
2150
Virtu Financial
New York
$249K +$249K +3,112 New
84 85
86
87 88