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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 %
BWM
2401
Bernard Wealth Management
Michigan
$79.8K -$3.37K -42 -4%
FDCP
2402
Foster Dykema Cabot & Partners
Massachusetts
$78.4K – – –
IWM
2403
IMG Wealth Management
Florida
$75.3K +$75.3K +940 New
FGC
2404
Financial Gravity Companies
Texas
$74.4K +$74.4K +928 New
WAM
2405
WFA Asset Management
Wisconsin
$72.3K +$297 +5 +0.4%
SNB
2406
Security National Bank
Nebraska
$71.8K – – –
OWP
2407
ORG Wealth Partners
Texas
$71.7K +$65.3K +801 +1,014%
CWM
2408
Crowley Wealth Management
Delaware
$71.3K +$401 +5 +0.6%
VFM
2409
Vision Financial Markets
Connecticut
$71.1K +$80 +1 +0.1%
AT
2410
Arlington Trust
Alabama
$70.7K +$31.8K +397 +82%
IRC
2411
Investors Research Corp
Georgia
$70.4K – – –
WA
2412
WPG Advisers
Maryland
$69.7K +$401 +5 +0.6%
SRCM
2413
Signature Resources Capital Management
California
$69.3K +$1.12K +14 +2%
FMP
2414
Financial Management Professionals
Texas
$68.4K +$11.1K +138 +19%
NECFA
2415
New England Capital Financial Advisors
Connecticut
$67.2K – – –
ABWM
2416
Alpine Bank Wealth Management
Colorado
$66.7K – – –
PWMG
2417
Private Wealth Management Group
New Jersey
$65.7K +$2.24K +28 +4%
BL
2418
BFSG LLC
California
$65.5K +$80 +1 +0.1%
GC
2419
GFG Capital
Florida
$65.3K -$994K -12,411 -94%
T
2420
TOBAM
France
$65K -$214K -2,689 -77%
MFT
2421
Moisand Fitzgerald Tamayo
Florida
$64.4K – – –
ATC
2422
Advantage Trust Company
Kansas
$64.1K – – –
WA
2423
Whipplewood Advisors
Colorado
$63.9K -$5.69K -71 -8%
FC
2424
Fairscale Capital
New Hampshire
$62.9K – – –
BP
2425
BNP Paribas
France
$62.7K – – –
95 96
97
98 99