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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 %
UIA
2351
Ulland Investment Advisors
Minnesota
$115K – – –
BCMLT
2352
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K -$4.41K -55 -4%
CWM
2353
Cranbrook Wealth Management
Michigan
$114K -$9.94K -124 -8%
MMCM
2354
Murphy & Mullick Capital Management
New York
$114K +$242 +3 +0.2%
CB
2355
Community Bank
New York
$113K – – –
SA
2356
SRH Advisors
Kansas
$112K – – –
BA
2357
Bellwether Advisors
Nebraska
$112K +$12.6K +157 +13%
MSWM
2358
Mowery & Schoenfeld Wealth Management
Illinois
$111K – – –
SIC
2359
SJS Investment Consulting
Ohio
$110K -$4.41K -55 -4%
FC
2360
Family CFO
California
$108K – – –
RFG
2361
REAP Financial Group
Texas
$108K +$37.2K +464 +53%
MEG
2362
Millstone Evans Group
Colorado
$108K – – –
NFSG
2363
Newbridge Financial Services Group
Florida
$107K +$89.4K +1,116 +496%
IBOK
2364
Independence Bank of Kentucky
Kentucky
$106K – – –
BHWM
2365
Beaird Harris Wealth Management
Texas
$105K +$8.73K +109 +9%
USB
2366
Union Savings Bank
Connecticut
$104K – – –
TCM
2367
TruNorth Capital Management
Michigan
$104K – – –
TCM
2368
Traub Capital Management
Massachusetts
$103K +$103K +1,284 New
CYG
2369
Clean Yield Group
Vermont
$102K – – –
RWM
2370
RMG Wealth Management
Wisconsin
$101K +$101K +1,254 New
TFGT
2371
TS Financial Group (TSFG)
Illinois
$99K -$18.5K -232 -16%
IRAG
2372
Investment Research & Advisory Group
Georgia
$98.1K – – –
AIM
2373
Arcadia Investment Management
Michigan
$97.8K – – –
MIM
2374
Manitou Investment Management
Ontario, Canada
$97.7K – – –
BONH
2375
Bank of New Hampshire
New Hampshire
$97.7K – – –
93 94
95
96 97