WFC icon

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 %
RL
2201
Retireful LLC
Michigan
$233K +$233K +2,914 New
KL
2202
KWMG LLC
Kansas
$233K +$1.68K +21 +0.7%
QL
2203
Quarry LP
New York
$230K -$394K -4,915 -63%
NLP
2204
Next Level Private
New York
$230K +$2.24K +28 +1%
AT
2205
American Trust
Kentucky
$229K -$5.77K -72 -2%
HFP
2206
Holistic Financial Partners
Indiana
$229K +$229K +2,860 New
CPC
2207
Cookson Peirce & Co
Pennsylvania
$229K +$229K +2,854 New
VBA
2208
von Borstel & Associates
Oregon
$228K +$2.47K +32 +1%
MFF
2209
Michels Family Financial
Texas
$228K +$641 +8 +0.3%
EFSCE
2210
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$228K +2,845 New
IWN
2211
Independent Wealth Network
Iowa
$228K +$4.33K +54 +2%
NWA
2212
New World Advisors
Massachusetts
$228K +$228K +2,842 New
LSA
2213
Lion Street Advisors
Texas
$226K +$226K +2,820 New
PIA
2214
Powell Investment Advisors
Florida
$226K – – –
IF
2215
Ironwood Financial
Arizona
$225K – – –
JC
2216
JB Capital
Connecticut
$224K +$801 +10 +0.4%
ERWM
2217
Elk River Wealth Management
Colorado
$224K – – –
NC
2218
NewSquare Capital
Pennsylvania
$224K +$59.2K +739 +36%
WSWA
2219
Warren Street Wealth Advisors
California
$224K +$224K +2,798 New
UCB
2220
United Community Bank
South Carolina
$224K +$2.8K +35 +1%
CCAM
2221
Cascades Capital Asset Management
North Carolina
$224K +$77.6K +968 +53%
IP
2222
Investment Partners
Ohio
$224K +$224K +2,790 New
FC
2223
Fusion Capital
South Carolina
$223K +$223K +2,788 New
AI
2224
AXS Investments
New York
$223K -$68.4K -854 -23%
JTWM
2225
Jackson Thornton Wealth Management
Alabama
$223K +$223K +2,728 New
87 88
89
90 91