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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
SGI
676
Summit Global Investments
Utah
$4.42M +$3.97M +55,109 New
WG
677
Winton Group
United Kingdom
$4.4M +$1.94M +26,897 +96%
GWM
678
Geneos Wealth Management
Colorado
$4.4M -$3.43M -47,574 -46%
PIWA
679
Prevail Innovative Wealth Advisors
Kansas
$4.38M +$285K +3,954 +8%
WC
680
Wynn Capital
Georgia
$4.37M -$11.5K -160 -0.3%
FFM
681
Forum Financial Management
Illinois
$4.32M -$159K -2,202 -4%
PCTC
682
Perkins Coie Trust Company
Washington
$4.31M -$11.2K -155 -0.3%
MC
683
Moors & Cabot
Massachusetts
$4.3M +$350K +4,854 +10%
GI
684
GAMMA Investing
California
$4.27M +$435K +6,038 +13%
3IP
685
3Chopt Investment Partners
Virginia
$4.26M +$134K +1,857 +4%
NG
686
Norden Group
Utah
$4.25M +$116K +1,609 +3%
PWG
687
Portside Wealth Group
Utah
$4.24M +$126K +1,745 +3%
Vontobel Holding
688
Vontobel Holding
Switzerland
$4.24M -$1.66M -23,048 -30%
CCA
689
Checchi Capital Advisers
California
$4.23M -$198K -2,751 -5%
HNB
690
Huntington National Bank
Ohio
$4.22M +$38.2K +530 +1%
QCIG
691
Quad-Cities Investment Group
Iowa
$4.19M -$9.88K -137 -0.3%
VFA
692
Valeo Financial Advisors
Indiana
$4.17M +$180K +2,493 +5%
WS
693
Wedbush Securities
California
$4.17M -$2.1M -29,132 -36%
VCA
694
Verdence Capital Advisors
Maryland
$4.16M +$135K +1,873 +4%
ABC
695
Associated Banc-Corp
Wisconsin
$4.15M -$57.9K -803 -2%
AWM
696
Avior Wealth Management
Nebraska
$4.15M +$111K +1,540 +3%
ACM
697
AlphaStar Capital Management
North Carolina
$4.15M +$3.73M +51,774 New
Westfield Capital Management
698
Westfield Capital Management
Massachusetts
$4.12M +$3.71M +51,482 New
AAM
699
Advisors Asset Management
Colorado
$4.12M -$304K -4,221 -8%
FFN
700
Focus Financial Network
Minnesota
$4.11M -$152K -2,114 -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.