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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 %
EFG
2151
Ethos Financial Group
Pennsylvania
$248K +$19.8K +247 +9%
FWI
2152
Facet Wealth Inc
Maryland
$248K +$248K +3,071 New
NCMW
2153
Northern Capital Management (Washington)
Washington
$248K +$481 +6 +0.2%
OHWP
2154
Oak Harbor Wealth Partners
North Carolina
$247K +$1.36K +17 +0.6%
BWP
2155
BSW Wealth Partners
Colorado
$247K +$320 +4 +0.1%
SFG
2156
Sunburst Financial Group
Alabama
$247K – – –
SOW
2157
State of Wyoming
Wyoming
$247K -$7.45K -93 -3%
SWM
2158
Sculati Wealth Management
Michigan
$246K – – –
JWM
2159
Jessup Wealth Management
Ohio
$246K -$2.72K -34 -1%
TWP
2160
Triad Wealth Partners
Kansas
$246K +$246K +3,072 New
IPWA
2161
International Private Wealth Advisors
California
$246K +$246K +3,069 New
MHC
2162
May Hill Capital
Massachusetts
$245K +$245K +3,064 New
PCP
2163
Panoramic Capital Partners
Oregon
$245K +$245K +2,925 New
LS
2164
Leelyn Smith
Illinois
$244K – – –
TF
2165
Tompkins Financial
New York
$244K -$160K -2,000 -40%
AA
2166
Apriem Advisors
California
$244K -$2.96K -37 -1%
SHWM
2167
Smith & Howard Wealth Management
Georgia
$244K -$1.6K -20 -0.7%
ARG
2168
Advisory Resource Group
Oklahoma
$243K -$3.04K -38 -1%
GFG
2169
Goldstone Financial Group
Illinois
$243K -$26.9K -322 -10%
HPBT
2170
Hickory Point Bank & Trust
Illinois
$243K – – –
CCAL
2171
City Center Advisors LLC
Michigan
$242K -$72.1K -900 -23%
TFA
2172
Tobias Financial Advisors
Florida
$242K +$16.2K +202 +7%
HL
2173
HeadInvest LLC
Maine
$242K -$14.7K -184 -6%
WCM
2174
Wellington Capital Management
Maryland
$242K +$242K +3,015 New
RIM
2175
RW Investment Management
Idaho
$241K +$11.4K +142 +5%
85 86
87
88 89