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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
CBUSF
351
Construction & Building Unions Superannuation Fund
Australia
$21.2M +$11.3M +156,174 +145%
William Blair & Company
352
William Blair & Company
Illinois
$21.1M -$1.37M -18,990 -7%
NIM
353
NEOS Investment Management
Connecticut
$20.7M +$2.37M +32,874 +15%
AHB
354
Abner Herrman & Brock
New Jersey
$20.7M -$2.15M -29,855 -10%
SIM
355
Sprucegrove Investment Management
Ontario, Canada
$20.5M +$1.97M +27,344 +12%
CM
356
Churchill Management
California
$20.4M +$246K +3,409 +1%
HIC
357
Harbor Island Capital
Massachusetts
$20.4M -$1.54M -21,401 -8%
Brown Advisory
358
Brown Advisory
Maryland
$20.3M +$632K +8,767 +4%
AIM
359
Achmea Investment Management
Netherlands
$20.1M -$3.56M -49,356 -16%
EF
360
Empowered Funds
Pennsylvania
$20M +$780K +10,819 +5%
Focus Partners Wealth
361
Focus Partners Wealth
Massachusetts
$20M +$3.66M +50,718 +25%
LAM
362
Lountzis Asset Management
Pennsylvania
$20M
BAM
363
Berkshire Asset Management
Pennsylvania
$19.4M -$12K -166 -0.1%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$19.3M -$27.4K -380 -0.2%
NIG
365
NFJ Investment Group
Texas
$19.2M +$218K +3,025 +1%
KA
366
KLCM Advisors
Wisconsin
$19.2M -$172K -2,387 -1%
PAG
367
Private Advisor Group
New Jersey
$19.1M +$1.21M +16,730 +8%
DADC
368
D.A. Davidson & Co
Montana
$18.6M +$108K +1,494 +0.6%
CFO
369
Callan Family Office
Pennsylvania
$18.5M +$11.2M +155,626 +208%
MSU
370
Mizuho Securities USA
New York
$18M -$2.77M -38,432 -15%
LMIM
371
Lockheed Martin Investment Management
Maryland
$17.8M -$19.5M -271,100 -55%
CTA
372
Chesley Taft & Associates
Illinois
$17.7M +$877K +12,160 +6%
MAA
373
Matrix Asset Advisors
New York
$17.6M -$143K -1,986 -0.9%
GAM
374
Griffin Asset Management
New York
$17.6M -$278K -3,855 -2%
CIS
375
Connors Investor Services
Pennsylvania
$17.5M -$162K -2,241 -1%

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.