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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 %
PCH
2176
PGIM Custom Harvest
New Jersey
$241K -$97.3K -1,214 -29%
IAS
2177
Investment Advisory Services
Texas
$241K +$16.7K +208 +7%
HCM
2178
Hengehold Capital Management
Ohio
$241K +$160 +2 +0.1%
TIP
2179
Torray Investment Partners
Maryland
$240K – – –
FM
2180
Foster & Motley
Ohio
$240K +$2.49K +31 +1%
BWA
2181
Bordeaux Wealth Advisors
California
$240K -$23.7K -296 -9%
NC
2182
North Capital
Utah
$240K -$320 -4 -0.1%
BBA
2183
Braun-Bostich & Associates
Pennsylvania
$239K -$36.3K -453 -13%
API
2184
Asset Planning Inc
California
$239K +$1.12K +14 +0.5%
CAM
2185
CPA Asset Management
Florida
$239K – – –
CWM
2186
Challenger Wealth Management
California
$239K +$1.92K +24 +0.8%
SWA
2187
SOA Wealth Advisors
New York
$239K -$8.01K -100 -3%
RFN
2188
RDA Financial Network
Iowa
$238K -$881 -11 -0.4%
BWM
2189
BNC Wealth Management
Oregon
$238K – – –
BIM
2190
Baldwin Investment Management
Pennsylvania
$237K -$15.5K -194 -6%
SFG
2191
Sovereign Financial Group
Connecticut
$237K +$4.09K +51 +2%
HFRG
2192
Houlihan Financial Resource Group
Virginia
$237K – – –
TA
2193
TFB Advisors
Kansas
$236K +$4.97K +62 +2%
KCP
2194
Kera Capital Partners
California
$236K +$236K +2,947 New
HWM
2195
Hemington Wealth Management
Virginia
$236K +$34.3K +428 +17%
UFA
2196
Uptown Financial Advisors
Texas
$236K – – –
EIA
2197
Edgemoor Investment Advisors
Maryland
$234K +$1.44K +18 +0.6%
O3W
2198
Omni 360 Wealth
New Jersey
$234K -$4.33K -54 -2%
BOH
2199
Bank of Hawaii
Hawaii
$234K -$20.1K -251 -8%
GWM
2200
GDS Wealth Management
Texas
$233K +$9.94K +124 +4%
86 87
88
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