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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 %
BST
2276
Bath Savings Trust
Maine
$206K +$206K +2,567 New
CCG
2277
Cypress Capital Group
Florida
$205K +$205K +2,564 New
SC
2278
Saturna Capital
Washington
$205K +$205K +2,558 New
KFA
2279
Kapstone Financial Advisors
Ohio
$205K +$205K +2,557 New
FWA
2280
Flagship Wealth Advisors
Massachusetts
$205K +$44.5K +556 +28%
IIA
2281
IPG Investment Advisors
California
$204K +$204K +2,550 New
AF
2282
Affiance Financial
Minnesota
$204K +$204K +2,550 New
KFG
2283
Kingdom Financial Group
Arizona
$204K +$204K +2,550 New
ACM
2284
Alpha Capital Management
Texas
$204K +$204K +2,544 New
MKC
2285
M. Kraus & Co
Vermont
$203K +$203K +2,539 New
FA
2286
Faithward Advisors
Pennsylvania
$203K +$203K +2,538 New
AFA
2287
Allium Financial Advisors
Oregon
$203K +$203K +2,534 New
CFS
2288
Compass Financial Services
Iowa
$203K +$481 +6 +0.2%
SO
2289
Sierra Ocean
California
$202K -$26.8K -335 -12%
PIP
2290
Peachtree Investment Partners
Florida
$202K +$202K +2,515 New
WP
2291
WealthPLAN Partners
Nebraska
$201K -$56.2K -702 -22%
CFD
2292
Creative Financial Designs
Indiana
$201K -$1.36K -17 -0.7%
BWM
2293
Buckley Wealth Management
Nevada
$200K -$40.1K -500 -17%
VCM
2294
Violich Capital Management
California
$200K +$200K +2,500 New
CB
2295
CNB Bank
Pennsylvania
$198K -$160 -2 -0.1%
CBT
2296
Crews Bank & Trust
Florida
$195K – – –
PAG
2297
Paladin Advisory Group
Iowa
$193K – – –
CT
2298
Clearstead Trust
Maine
$190K +$85.4K +1,066 +82%
GCM
2299
Gables Capital Management
Florida
$188K +$12K +150 +7%
AAG
2300
Armstrong Advisory Group
Massachusetts
$186K +$6.97K +87 +4%
90 91
92
93 94