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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
BBWA
551
Bell & Brown Wealth Advisors
California
$7.31M -$40.7K -565 -0.6%
HAI
552
Hennessy Advisors Inc
California
$7.29M -$72.1K -1,000 -1%
BCCM
553
Black Cypress Capital Management
Florida
$7.29M -$2.97M -41,189 -31%
UB
554
UMB Bank
Missouri
$7.28M -$225K -3,124 -3%
CK
555
Cohen Klingenstein
New York
$7.28M
BFG
556
Beacon Financial Group
Texas
$7.21M -$392K -5,435 -6%
KRSITF
557
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.17M -$447K -6,206 -6%
MTIM
558
Marathon Trading Investment Management
Pennsylvania
$7.16M -$361K -5,000 -5%
EP
559
Edgestream Partners
New Jersey
$7.13M +$6.42M +88,986 New
GFA
560
Gifford Fong Associates
California
$7.05M
HCM
561
Hodges Capital Management
Texas
$7.03M +$115K +1,591 +2%
XT
562
XTX Topco
Cayman Islands
$7.02M +$6.32M +87,666 New
WAS
563
Wesleyan Assurance Society
United Kingdom
$6.92M
WFC
564
Western Financial Corp
California
$6.92M -$709K -9,835 -10%
QCG
565
Quadrant Capital Group
Ohio
$6.92M +$1.57M +21,718 +34%
VA
566
Vident Advisory
Georgia
$6.88M +$418K +5,801 +7%
SI
567
Stephens Inc
Arkansas
$6.88M +$160K +2,224 +3%
GCM
568
Gibraltar Capital Management
Oklahoma
$6.85M -$342K -4,747 -5%
MCM
569
Mill Capital Management
North Carolina
$6.82M
HFS
570
Hantz Financial Services
Michigan
$6.81M -$244K -3,384 -4%
MWM
571
Mission Wealth Management
California
$6.8M -$108K -1,500 -2%
CIA
572
Concurrent Investment Advisors
Florida
$6.79M +$195K +2,704 +3%
OLA
573
Oliver Luxxe Assets
New Jersey
$6.74M +$271K +3,762 +5%
AC
574
Arrow Capital
Australia
$6.72M +$3.96M +54,954 New
NP
575
NorthRock Partners
Minnesota
$6.69M +$24.8K +344 +0.4%

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.