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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 %
BI
2426
Binnacle Investments
Iowa
$62K +$15.3K +191 +33%
AT
2427
Avalon Trust
New Mexico
$61.7K – – –
HCA
2428
Harbor Capital Advisors
Illinois
$61K +$6.44K +81 +12%
MSWA
2429
Marshall & Sterling Wealth Advisors
New York
$60.8K +$80 +1 +0.1%
CWM
2430
Centricity Wealth Management
Ohio
$58.7K – – –
RFA
2431
Reyes Financial Architecture
California
$58.3K – – –
HHMI
2432
Howard Hughes Medical Institute
Maryland
$57K +$57K +711 New
CCMW
2433
Cypress Capital Management (Wyoming)
Wyoming
$56.2K +$56.2K +702 New
TCM
2434
TD Capital Management
Tennessee
$55.9K +$50.1K +625 +868%
MAM
2435
Morse Asset Management
Connecticut
$55.7K +$36.1K +451 +185%
RFS
2436
Richardson Financial Services
Massachusetts
$54K +$733 +9 +1%
VWA
2437
Valued Wealth Advisors
Utah
$51.5K -$12.3K -153 -19%
LFASL
2438
Lugano Financial Advisors SA (LFA)
Switzerland
$50.9K +$20.7K +258 +68%
Loomis, Sayles & Company
2439
Loomis, Sayles & Company
Massachusetts
$50.3K -$22K -275 -30%
FGA
2440
Fortis Group Advisors
New Jersey
$49.7K – – –
LC
2441
Lavaca Capital
Texas
$49K +$4.01K +50 +9%
AWM
2442
AllSquare Wealth Management
New York
$48.1K – – –
MIFH
2443
Migdal Insurance & Financial Holdings
Israel
$48K -$926K -11,632 -95%
FWM
2444
FSA Wealth Management
Massachusetts
$48K +$80 +1 +0.2%
TIM
2445
Tortoise Investment Management
New York
$47.9K +$11.9K +148 +33%
WCAMG
2446
Woodard & Company Asset Management Group
North Carolina
$47.1K +$47.1K +588 New
HC
2447
Hurley Capital
New York
$46.6K – – –
BAM
2448
Byrne Asset Management
New Jersey
$46.5K +$46.5K +580 New
BC
2449
Barrett & Company
Rhode Island
$46.2K +$8.01K +100 +21%
OWA
2450
Opal Wealth Advisors
New York
$46.1K -$1.76K -22 -4%
96 97
98
99 100