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Wells Fargo
WFC

Overview Fund Activity

2,589 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, 932 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,589
Holders Change
+71
Holders Change %
+2.82%
% of All Funds
34.7%
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
932
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 %
OWA
2451
Opal Wealth Advisors
New York
$46.1K -$1.76K -22 -4%
MDA
2452
Minot DeBlois Advisors
Massachusetts
$45.7K +$961 +12 +2%
SJIM
2453
St. Johns Investment Management
Florida
$44.3K – – –
AIC
2454
Archer Investment Corporation
Indiana
$43K +$6.81K +85 +19%
VC
2455
Vestor Capital
Illinois
$43K -$26.4M -265,964 -100%
PHK
2456
Point72 Hong Kong
Hong Kong
$42.7K -$871K -10,876 -95%
QWM
2457
Quaker Wealth Management
New Jersey
$42.6K +$42.6K +532 New
PPC
2458
Park Place Capital
Alabama
$42.5K +$1.71K +21 +4%
BCPWM
2459
Bradley & Co Private Wealth Management
Florida
$41.7K – – –
TWD
2460
True Wealth Design
Ohio
$41.5K -$4.56K -57 -10%
BOJHT
2461
Bank of Jackson Hole Trust
Wyoming
$40.5K – – –
RPA
2462
Redwood Park Advisors
California
$40.4K -$39.9K -498 -50%
BTD
2463
BankPlus Trust Department
Mississippi
$40.1K -$42.3K -528 -51%
GWS
2464
Greykasell Wealth Strategies
California
$40.1K – – –
BOTPPF
2465
Board of the Pension Protection Fund
United Kingdom
$40.1K +$40.1K +500 New
FLFS
2466
Family Legacy Financial Solutions
North Carolina
$40.1K +$40.1K +500 New
PGAM
2467
Princeton Global Asset Management
New Jersey
$39.9K +$23.9K +298 +148%
PP
2468
PFS Partners
New Jersey
$38.6K +$13.7K +171 +55%
SHIM
2469
Stone House Investment Management
Pennsylvania
$38.5K +$240 +3 +0.6%
MLA
2470
MB, Levis & Associates
Pennsylvania
$37.3K – – –
JFG
2471
JDM Financial Group
Texas
$37.3K -$1.68K -21 -4%
RWM
2472
Rialto Wealth Management
New York
$36.6K +$3.69K +46 +11%
HFS
2473
Hughes Financial Services
Virginia
$36.5K -$1.55K -20 -4%
PAM
2474
Parvin Asset Management
South Dakota
$36.1K – – –
1M
2475
1248 Management
Missouri
$34.9K – – –
97 98
99
100 101