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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 %
FFL
2376
Financial Freedom LLC
Ohio
$97K +$400 +5 +0.4%
FMTCOCP
2377
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$97K – – –
FP
2378
Financial Perspectives
Minnesota
$94.8K – – –
OPTFSNA
2379
Old Point Trust & Financial Services N A
Virginia
$94.8K – – –
HC
2380
Hoese & Co
Minnesota
$94.1K +$36.1K +450 +62%
PFG
2381
Putney Financial Group
California
$89.8K -$20K -250 -18%
TC
2382
Truvestments Capital
Florida
$88.9K -$2.34M -29,223 -96%
RJA
2383
Ross\Johnson & Associates
Minnesota
$88.2K -$2K -25 -2%
CCM
2384
Carderock Capital Management
Maryland
$88.1K +$88.1K +1,100 New
AWM
2385
Atticus Wealth Management
Florida
$87.7K +$3.53K +44 +4%
HNW
2386
High Note Wealth
Minnesota
$87.3K – – –
OIA
2387
Optimum Investment Advisors
Illinois
$86.2K – – –
CTB
2388
Country Trust Bank
Illinois
$85.6K +$16K +200 +23%
FFA
2389
Frazier Financial Advisors
Ohio
$85K -$6.65K -83 -7%
CPG
2390
Cornerstone Planning Group
New Jersey
$84.8K -$12.9K -165 -13%
WIM
2391
Westside Investment Management
California
$84.3K +$60K +740 +247%
PW
2392
Pandora Wealth
Illinois
$84.1K – – –
PAI
2393
Pittenger & Anderson Inc
Nebraska
$82.9K – – –
GC
2394
Garde Capital
Washington
$81.5K +$4.73K +59 +6%
ATC
2395
Adirondack Trust Company
New York
$81.2K -$56.1K -700 -41%
CAM
2396
Creekmur Asset Management
Illinois
$80.6K – – –
RAM
2397
Ramirez Asset Management
New York
$80.1K -$11.5K -144 -13%
BGA
2398
Battery Global Advisors
Massachusetts
$80.1K – – –
OA
2399
Operose Advisors
Wisconsin
$80.1K +$80.1K +1,000 New
KFP
2400
Keener Financial Planning
Texas
$80K +$80K +1,000 New
94 95
96
97 98