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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
EAM
576
Erste Asset Management
Austria
$6.68M +$6.05M +83,899 New
CA
577
Continental Advisors
Utah
$6.66M
BFG
578
Bleakley Financial Group
New Jersey
$6.6M +$485K +6,722 +9%
OCM
579
Olstein Capital Management
New York
$6.57M -$268K -3,716 -4%
WJWM
580
Williams Jones Wealth Management
New York
$6.55M +$2.29M +31,795 +64%
VanEck Associates
581
VanEck Associates
New York
$6.46M +$1.44M +19,967 +33%
DAS
582
DMKC Advisory Services
Iowa
$6.45M +$1.75M +24,299 +43%
TC
583
TwinBeech Capital
New York
$6.44M +$5.79M +80,341 New
IAA
584
Independent Advisor Alliance
North Carolina
$6.43M -$124K -1,720 -2%
TCM
585
Twin Capital Management
Pennsylvania
$6.42M +$65.2K +904 +1%
SFA
586
Semmax Financial Advisors
North Carolina
$6.4M -$174K -2,415 -3%
LAM
587
L2 Asset Management
Massachusetts
$6.38M +$526K +7,291 +10%
NC
588
NBW Capital
Massachusetts
$6.36M -$53K -735 -0.9%
KWM
589
Kingsview Wealth Management
Oregon
$6.34M -$13.8K -191 -0.2%
KIG
590
Kessler Investment Group
Indiana
$6.33M -$114K -1,585 -2%
HAG
591
HighPoint Advisor Group
Illinois
$6.32M +$129K +1,789 +2%
RWM
592
Ritholtz Wealth Management
New York
$6.31M +$607K +8,422 +12%
AG
593
AIA Group
Hong Kong
$6.3M +$580K +8,050 +11%
AWM
594
Apollon Wealth Management
South Carolina
$6.3M -$129K -1,785 -2%
FNBOO
595
First National Bank of Omaha
Nebraska
$6.29M -$113K -1,569 -2%
MSA
596
MUFG Securities Americas
New York
$6.25M +$943K +13,085 +20%
NSEDCP
597
NJ State Employees Deferred Compensation Plan
New Jersey
$6.17M
VT
598
Vise Technologies
New York
$6.16M +$5.55M +76,938 New
AIP
599
Ameritas Investment Partners
Nebraska
$6.16M -$31.6K -438 -0.6%
CSS
600
Cubist Systematic Strategies
Connecticut
$6.13M -$6.58M -91,248 -54%

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.