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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 %
DIP
2301
DT Investment Partners
Pennsylvania
$182K – – –
TSMHT
2302
Thurston Springer Miller Herd & Titak
Indiana
$178K -$17.9K -224 -9%
JGIA
2303
Jackson Grant Investment Advisers
Connecticut
$176K – – –
AWM
2304
Abound Wealth Management
Tennessee
$176K +$721 +9 +0.4%
SSG
2305
Summit Securities Group
New York
$175K +$175K +2,190 New
BTC
2306
Bank & Trust Company
Illinois
$163K – – –
SR
2307
Syntax Research
Florida
$163K – – –
KFI
2308
Key Financial Inc
Pennsylvania
$163K +$22.8K +285 +16%
WFA
2309
West Financial Advisors
Iowa
$162K -$86.7K -1,082 -35%
MAM
2310
Meeder Asset Management
Ohio
$162K -$2.58M -32,171 -94%
TC
2311
Trust Company
Kansas
$160K – – –
SOAMC
2312
Spirit of America Management Corp
New York
$160K – – –
CCMI
2313
Creative Capital Management Investments
California
$160K – – –
HA
2314
Heartland Advisors
Wisconsin
$160K +$160K +2,000 New
A
2315
AlphaQuest
New York
$158K -$15.2K -190 -9%
CCM
2316
Chilton Capital Management
Texas
$157K -$338K -4,224 -68%
BFPW
2317
BOK Financial Private Wealth
Colorado
$155K – – –
JEST
2318
JTC Employer Solutions Trustee
Jersey
$153K – – –
SWP
2319
Strategic Wealth Partners
Ohio
$153K +$153K +1,907 New
ME
2320
McIlrath & Eck
Washington
$153K +$320 +4 +0.2%
GEA
2321
Glen Eagle Advisors
New Jersey
$150K – – –
MWM
2322
MorganRosel Wealth Management
Colorado
$148K +$67.5K +843 +84%
OAM
2323
Ostrum Asset Management
France
$147K -$4.17K -52 -3%
CJH
2324
Christopher J. Hasenberg
Wisconsin
$145K – – –
HWA
2325
Heritage Wealth Advisors
Virginia
$145K – – –
91 92
93
94 95