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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 %
WAS
2226
Winch Advisory Services
Wisconsin
$222K +$1.12K +14 +0.5%
CWM
2227
Cherrydale Wealth Management
New Jersey
$222K +$222K +2,769 New
AWA
2228
AGH Wealth Advisors
Kansas
$222K +$222K +2,767 New
MHWM
2229
Montz Harcus Wealth Management
Louisiana
$222K +$222K +2,765 New
QPW
2230
Quantum Private Wealth
Florida
$220K +$220K +2,750 New
ACA
2231
Aspire Capital Advisors
Washington
$220K +$220K +2,746 New
SA
2232
Skyline Advisors
Washington
$220K +$220K +2,742 New
WA
2233
WBH Advisory
Maryland
$219K -$4.89K -61 -2%
ACA
2234
Affinity Capital Advisors
California
$219K -$126K -1,570 -36%
PSFG
2235
Park Square Financial Group
Georgia
$219K -$2.88K -36 -1%
WPA
2236
West Paces Advisors
Georgia
$218K -$5.61K -70 -3%
BDF
2237
Black Diamond Financial
Maryland
$218K -$171K -2,134 -44%
JWCA
2238
J.W. Coons Advisors
Ohio
$218K +$218K +2,720 New
VFP
2239
Verus Financial Partners
Virginia
$218K +$218K +2,661 New
ACC
2240
Acorn Creek Capital
Colorado
$218K +$218K +2,715 New
TPWA
2241
Twin Peaks Wealth Advisors
California
$217K +$217K +2,734 New
WWA
2242
Wealth Watch Advisors
Colorado
$217K +$217K +1,829 New
CIR
2243
Clear Investment Research
Georgia
$216K -$2.64K -33 -1%
AWM
2244
Aries Wealth Management
Maine
$216K +$216K +2,700 New
RB
2245
Rodgers Brothers
Pennsylvania
$216K -$10K -125 -4%
Cohen & Steers
2246
Cohen & Steers
New York
$216K -$152K -1,900 -41%
AFS
2247
Axiom Financial Strategies
Indiana
$216K +$216K +2,691 New
GWA
2248
Gratus Wealth Advisors
Virginia
$215K +$215K +2,688 New
CCFM
2249
Clear Creek Financial Management
Washington
$214K +$214K +2,672 New
LA
2250
LM Advisors
California
$214K +$214K +2,667 New
88 89
90
91 92