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Wells Fargo
WFC

Overview Fund Activity

2,588 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, 931 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+70
Holders Change %
+2.78%
% of All Funds
34.69%
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
931
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 %
EPIME
2326
Evelyn Partners Investment Management (Europe)
$143K +$22.3K +279 +18%
AA
2327
Addison Advisors
Vermont
$143K +$19K +237 +15%
CAM
2328
Clarity Asset Management
Iowa
$143K +$40.5K +505 +40%
NCM
2329
Northwest Capital Management
Oregon
$140K -$12.4K -155 -8%
HDIM
2330
Hanson & Doremus Investment Management
Vermont
$140K – – –
SAM
2331
Sherman Asset Management
California
$139K – – –
BHWM
2332
Bay Harbor Wealth Management
Maryland
$138K +$7.53K +94 +6%
GCM
2333
Gladius Capital Management
Illinois
$137K -$667K -8,321 -83%
FCT
2334
First Community Trust
Iowa
$137K – – –
RF
2335
Rossby Financial
Florida
$136K +$16.9K +211 +14%
FUBT
2336
First United Bank & Trust
Maryland
$136K – – –
PWM
2337
Proathlete Wealth Management
Florida
$135K – – –
RL
2338
Rogco LP
Oklahoma
$133K – – –
FAM
2339
Flaharty Asset Management
Florida
$133K – – –
LAMC
2340
Longview Asset Management (California)
California
$132K – – –
OAJ
2341
Ogorek Anthony Joseph
New York
$129K -$34.6K -434 -21%
CHC
2342
City Holding Co
West Virginia
$129K -$19.2K -240 -13%
PWMG
2343
Prestige Wealth Management Group
New Jersey
$129K – – –
HCM
2344
Hollencrest Capital Management
California
$124K – – –
BWL
2345
Bogart Wealth LLC
Virginia
$124K +$18.4K +230 +18%
C
2346
Covestor
United Kingdom
$123K -$642 -8 -0.5%
ANBT
2347
American National Bank & Trust
Texas
$119K – – –
GWP
2348
Gen-Wealth Partners
Michigan
$119K -$4.89K -61 -4%
CA
2349
Centerpoint Advisors
Massachusetts
$118K +$1.28K +16 +1%
WOSD
2350
WFA of San Diego
California
$117K +$117K +1,460 New
92 93
94
95 96