What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0000072971
Total reported value
$617.4B
$617.4B
6665 檔
10.8%
According to the latest 13F quarterly dataset, Wells Fargo & Company/mn managed an equity portfolio of $617.4B at the end of Q2 2025, spanning 6665 distinct U.S. exchange-listed positions.
In Q2 2025, Wells Fargo & Company/mn displayed an active expansion posture, initiating 1 new positions and adding to 119 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 6665 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.28% | +1.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.23% | +0.37% | +25.44% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.57% | -0.03% | -1.76% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | +0.06% | -0.29% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.21% | +0.62% | +6.77% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | +0.04% | -10.61% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.66% | — | +1.16% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.65% | +0.22% | +5.00% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | -0.07% | +2.89% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.44% | -0.08% | +3.41% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | — | -1.40% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | +0.01% | -0.70% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.24% | -0.04% | +0.34% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.08% | +2.67% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | -0.15% | +3.36% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.30% | +31.25% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.75% | -0.03% | -0.60% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.75% | +0.02% | +2.41% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | -0.07% | -3.80% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.02% | +10.33% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.21% | -11.01% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | +0.07% | +2.41% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | +0.03% | -0.27% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.12% | -1.14% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.30% | -0.89% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.16% | -0.46% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.07% | -0.16% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.17% | -1.40% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.16% | +3.39% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.16% | -1.60% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.26% | -0.47% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.06% | +5.10% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.54% | -0.06% | -3.05% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.11% | -3.00% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.09% | -0.12% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.09% | +0.74% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | -0.09% | -0.96% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.46% | -0.01% | -4.08% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | -0.05% | +0.51% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.07% | +1.02% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.04% | +0.54% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.08% | -7.06% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.43% | -0.05% | +2.43% | |
| 44 | ADI | Analog Devices Inc | Stock-Tech | 0.43% | +0.02% | -4.02% | |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.41% | -0.05% | +2.35% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.09% | +5.14% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.40% | -0.17% | +0.24% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.13% | +8.15% | |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.40% | -0.42% | +0.30% | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.39% | -0.13% | -1.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +25.44% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +1.08% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | -0.70% | Trim |
| 4 | NVDA | Nvidia CORP | +0.3% | -10.61% | Trim |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +6.77% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +31.25% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +2.67% | Add |
| 8 | AXP | American Express Co | +0.2% | +124.95% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +2.89% | Add |
| 10 | NFLX | Netflix Inc | +0.1% | +5.14% | Add |
| 11 | AMD | Advanced Micro Devices | +0.1% | +42.69% | Add |
| 12 | CEG | Constellation Energy | +0.1% | +15.09% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | +2.20% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -1.40% | Trim |
| 15 | UBER | Uber Technologies Inc | +0.1% | +36.88% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.33% | Add |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | +5.00% | Add |
| 18 | XLK | Ss Technology Select Sector | +0.1% | -0.46% | Trim |
| 19 | XLF | Ss Financial Select Sector | +0.1% | +27.48% | Add |
| 20 | MU | Micron Technology Inc | +0.1% | +89.67% | Add |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +110.39% | Add |
| 22 | GE | General Electric | +0.1% | -2.28% | Trim |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +11.17% | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +9.18% | Add |
| 25 | CVNA | Carvana Co | +0.1% | +169.77% | Add |
| 26 | APH | Amphenol Corp-cl A | +0.1% | +14.68% | Add |
| 27 | APP | Applovin Corp-class A | +0.1% | +113.15% | Add |
| 28 | COIN | Coinbase Global Inc -class A | +0.1% | +564.92% | Add |
| 29 | ITOT | Ishares Core S&p Total U.s. | 0% | +1.16% | Add |
| 30 | VUG | Vanguard Growth ETF | 0% | +5.08% | Add |
| 31 | BIV | Vanguard Intermediate-term B | 0% | +29.41% | Add |
| 32 | ETN | Eaton Corporation plc | 0% | -1.49% | Trim |
| 33 | GS | Goldman Sachs Group Inc | 0% | +0.13% | Add |
| 34 | GLDM | Spdr Gold Minishares Trust | 0% | +234.13% | Add |
| 35 | VO | Vanguard Mid-cap ETF | 0% | +3.41% | Add |
| 36 | WMT | Walmart Inc | 0% | +3.39% | Add |
| 37 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.25% | Add |
| 38 | TSLA | Tesla Inc | 0% | -3.94% | Trim |
| 39 | IBM | Intl Business Machines CORP | 0% | +4.36% | Add |
| 40 | EMR | Emerson Electric Co | 0% | -1.42% | Trim |
| 41 | C | Citigroup Inc | 0% | +5.06% | Add |
| 42 | NOW | Servicenow Inc | 0% | +3.40% | Add |
| 43 | INTU | Intuit Inc | 0% | +2.20% | Add |
| 44 | VGT | Vanguard Info Tech ETF | 0% | +2.03% | Add |
| 45 | MSTR | Strategy Inc | 0% | +69.83% | Add |
| 46 | SNOW | Snowflake Inc | 0% | +15.51% | Add |
| 47 | SMCI | Super Micro Computer Inc | 0% | +26.15% | Add |
| 48 | CHTR | Charter Communications Inc-a | 0% | +156.89% | Add |
| 49 | GEV | GE Vernova Inc | 0% | +2.11% | Add |
| 50 | SMH | Vaneck Semiconductor ETF | 0% | +40.69% | Add |
According to official SEC Form 13F filings, Wells Fargo & Company/mn reported a total U.S. public equity portfolio value of $617.4B across 6665 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, SPY, AAPL) accounted for 10.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
B
市值: $56.8M
Top Position Liquidated / Trimmed
BKNG 0.75 05-01-25
前期市值: $89.3M
During Q2 2025, Wells Fargo & Company/mn's top holdings by market value included MSFT (3.5%)、SPY (3.2%)、AAPL (2.6%). The largest single position, MSFT, represented 3.5% of total portfolio value.
In Q2 2025, Wells Fargo & Company/mn made 200 total portfolio adjustments, initiating 1 new buys, adding to 119 positions, trimming 79 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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