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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
TPCW
601
TD Private Client Wealth
New York
$6.08M +$132K +1,836 +2%
ESBC
602
E.S. Barr & Co
Kentucky
$6.08M -$28.8K -400 -0.5%
CANC
603
Culbertson A N & Co
Virginia
$6.02M +$275K +3,820 +5%
HWM
604
HighMark Wealth Management
Minnesota
$6M +$2.09K +29 +0%
WDC
605
Woodward Diversified Capital
California
$6M -$448K -6,217 -8%
RCM
606
RNC Capital Management
California
$5.98M +$1.13M +15,716 +27%
WANY
607
Wealthspire Advisors (New York)
New York
$5.97M -$4.98M -69,096 -48%
WCM
608
Weik Capital Management
Pennsylvania
$5.89M -$19.8K -275 -0.4%
SGA
609
Strategic Global Advisors
California
$5.84M +$310K +4,302 +6%
GRP
610
Global Retirement Partners
California
$5.83M +$5.25M +72,812 New
GT
611
Greenleaf Trust
Michigan
$5.81M -$251K -3,476 -5%
SF
612
Synovus Financial
Georgia
$5.81M -$106K -1,472 -2%
Envestnet Portfolio Solutions
613
Envestnet Portfolio Solutions
Illinois
$5.8M -$457K -6,345 -8%
FLPIM
614
F.L. Putnam Investment Management
Massachusetts
$5.78M +$205K +2,839 +4%
PIM
615
Plato Investment Management
Australia
$5.74M +$25.7K +357 +0.5%
RHIG
616
R.H. Investment Group
Arizona
$5.72M -$10.1K -140 -0.2%
OIA
617
OneDigital Investment Advisors
Kansas
$5.71M +$266K +3,695 +5%
LSA
618
Leonteq Securities AG
Switzerland
$5.68M +$2.52M +34,944 +97%
RIM
619
Reliant Investment Management
Tennessee
$5.68M +$5.11M +70,923 New
FNFDCM
620
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.66M -$232K -3,214 -4%
BFS
621
Bard Financial Services
Connecticut
$5.65M -$147K -2,040 -3%
Luther King Capital Management (LKCM)
622
Luther King Capital Management (LKCM)
Texas
$5.62M +$41.7K +579 +0.8%
BCV
623
Banque Cantonale Vaudoise
Switzerland
$5.62M -$245K -3,404 -5%
BG
624
Bahl & Gaynor
Ohio
$5.57M -$199K -2,762 -4%
BS
625
Banco Santander
Spain
$5.55M +$14.6K +202 +0.3%

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.