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Wells Fargo

2,627 hedge funds and large institutions have $199B invested in Wells Fargo in 2025 Q2 according to their latest regulatory filings, with 230 funds opening new positions, 1,081 increasing their positions, 950 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 120

14% more repeat investments, than reductions

Existing positions increased: 1,081 | Existing positions reduced: 950

10% more capital invested

Capital invested by funds: $181B → $199B (+$18.4B)

10% more funds holding in top 10

Funds holding in top 10: 8391 (+8)

3% more funds holding

Funds holding: 2,5522,627 (+75)

0.85% less ownership

Funds ownership: 77.21%76.37% (-0.85%)

14% less call options, than puts

Call options by funds: $4.61B | Put options by funds: $5.33B

Holders
2,627
Holders Change
+75
Holders Change %
+2.94%
% of All Funds
34.58%
Holding in Top 10
91
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.64%
% of All Funds
1.2%
New
230
Increased
1,081
Reduced
950
Closed
120
Calls
$4.61B
Puts
$5.33B
Net Calls
-$726M
Net Calls Change
-$476M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
2501
Princeton Global Asset Management
New Jersey
$39.9K +$21.5K +298 +148%
PP
2502
PFS Partners
New Jersey
$38.6K +$12.3K +171 +55%
SHIM
2503
Stone House Investment Management
Pennsylvania
$38.5K +$216 +3 +0.6%
CWP
2504
Clark Wealth Partners
Illinois
$37.7K +$72 +1 +0.2%
MLA
2505
MB, Levis & Associates
Pennsylvania
$37.3K
JFG
2506
JDM Financial Group
Texas
$37.3K -$1.51K -21 -4%
RWM
2507
Rialto Wealth Management
New York
$36.6K +$3.32K +46 +11%
HFS
2508
Hughes Financial Services
Virginia
$36.5K -$1.44K -20 -4%
PAM
2509
Parvin Asset Management
South Dakota
$36.1K
1M
2510
1248 Management
Missouri
$34.9K
BAM
2511
Bellevue Asset Management
Washington
$34.7K +$144 +2 +0.5%
NWM
2512
Nova Wealth Management
Florida
$34.3K +$16.4K +227 +113%
SIS
2513
Strategic Investment Solutions
Illinois
$34.1K
DF
2514
Dunhill Financial
United Kingdom
$33.8K -$7.57K -105 -20%
ACM
2515
Accent Capital Management
Ohio
$32.4K
KPP
2516
Kings Path Partners
Texas
$32K
CAM
2517
Costello Asset Management
Pennsylvania
$31.9K
CFS
2518
CGC Financial Services
Oregon
$31.7K +$8.36K +116 +41%
KG
2519
Kilter Group
New York
$31K +$27.9K +387 New
MWM
2520
Mascoma Wealth Management
New Hampshire
$30.4K
T
2521
Tidemark
California
$28.6K +$4.47K +62 +21%
CIAS
2522
CBIZ Investment Advisory Services
Ohio
$28.2K -$1.8K -25 -7%
MIM
2523
Meridiem Investment Management
United Kingdom
$28K
EPIM
2524
Evelyn Partners Investment Management
$27.2K
RTL
2525
Red Tortoise LLC
Georgia
$26.9K

WFC Hedge Fund Activity: Q2 2025 in Review

2,627 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2025, worth a combined $199B — up 10% from $181B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new WFC positions and 120 closed out — a net gain of 110 holders — while 1,081 added to existing stakes and 950 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $719M. The largest seller was Millennium Management, cutting an estimated $568M.

  • 2,627 institutional investors held Wells Fargo (WFC) as of Q2 2025, up from 2,552 in Q1 2025.
  • Funds reported $199B of Wells Fargo stock for Q2 2025, up 10% quarter-over-quarter.
  • 230 funds opened new Wells Fargo positions in Q2 2025 and 120 closed out, a net change of +110 holders.
  • The largest Wells Fargo buyer in Q2 2025 was Capital Research Global Investors, an estimated $719M added.
  • The largest Wells Fargo seller in Q2 2025 was Millennium Management, an estimated $568M sold.

Based on aggregated 13F filings for Q2 2025.