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 %
IA
2251
IFC Advisors
California
$214K +$214K +2,670 New
HFS
2252
Howard Financial Services
Texas
$213K -$15.2K -190 -7%
NCM
2253
NCM Capital Management
New Jersey
$213K +$213K +2,660 New
ITB
2254
Idaho Trust Bank
Idaho
$213K +$213K +2,658 New
OCM
2255
Orion Capital Management
California
$213K +$160 +2 +0.1%
CCP
2256
Clarkston Capital Partners
Michigan
$212K +$212K +2,650 New
GGS
2257
Galvin Gaustad & Stein
Arizona
$212K +$212K +2,650 New
KFS
2258
Kurt F. Somerville
$212K +$212K +2,650 New
BIA
2259
BHK Investment Advisors
Alabama
$212K +$212K +2,646 New
PA
2260
Parkside Advisors
California
$212K +$212K +2,644 New
WRPWM
2261
Werba Rubin Papier Wealth Management
California
$211K +$211K +2,638 New
SCM
2262
Spring Capital Management
Texas
$211K +$211K +2,638 New
SAA
2263
Southeast Asset Advisors
Georgia
$211K +$211K +2,636 New
LF
2264
LifePlan Financial
Minnesota
$211K -$70.9K -885 -25%
NMG
2265
New Millennium Group
Utah
$211K +$320 +4 +0.2%
IGGA
2266
Iron Gate Global Advisors
Utah
$210K +$210K +2,619 New
FWM
2267
Focused Wealth Management
New York
$210K +$210K +2,616 New
CB
2268
Centennial Bank
Arkansas
$209K -$33.7K -420 -14%
MTIC
2269
Missouri Trust & Investment Company
Missouri
$209K – – –
BIA
2270
Beacon Investment Advisors
Maryland
$208K +$208K +2,621 New
EP
2271
Essential Planning
New Hampshire
$208K +$208K +2,596 New
GF
2272
Gries Financial
Ohio
$208K +$208K +2,592 New
TYCC
2273
Texas Yale Capital Corp
Florida
$207K +$207K +2,585 New
ACA
2274
American Capital Advisory
Idaho
$206K +$6.01K +75 +3%
PH
2275
Pinnacle Holdings
Oklahoma
$206K – – –
89 90
91
92 93