We are live on ! Find out more
WFC icon

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
HFM
701
Harvest Fund Management
China
$4.11M +$1.06M +14,715 +36%
AFS
702
Aft Forsyth & Sober
Florida
$4.1M +$57.7K +800 +2%
CG
703
Cynosure Group
Utah
$4.1M
AC
704
Asio Capital
Kentucky
$4.1M +$127K +1,757 +4%
SF
705
Slagle Financial
Illinois
$4.08M +$3.37M +46,787 +1,135%
HTC
706
Haverford Trust Company
Pennsylvania
$4.08M -$306K -4,248 -8%
P
707
Pitcairn
Pennsylvania
$4.07M -$562K -7,794 -13%
LNWWM
708
Laird Norton Wetherby Wealth Management
California
$4.06M +$3.66M +50,735 New
CIA
709
Cohen Investment Advisors
New Hampshire
$4.05M +$104K +1,442 +3%
4WM
710
44 Wealth Management
Oregon
$4.04M -$15K -208 -0.4%
SCM
711
SOL Capital Management
Maryland
$4.03M -$14.4K -200 -0.4%
BG
712
BDF Gestion
France
$4.01M +$3.61M +50,000 New
GLR
713
Great Lakes Retirement
Ohio
$4M +$1.37M +18,961 +61%
SCA
714
Stonebridge Capital Advisors
Minnesota
$3.99M -$61.2K -849 -2%
ICM
715
IMS Capital Management
Oregon
$3.97M +$53.4K +741 +2%
PBC
716
Pavion Blue Capital
California
$3.96M -$86.8K -1,204 -2%
FT
717
Fiduciary Trust
Massachusetts
$3.95M +$45.1K +625 +1%
MNBTD
718
Moody National Bank Trust Division
Texas
$3.94M +$231K +3,201 +7%
SIM
719
Stratos Investment Management
Ohio
$3.94M +$2.78M +38,517 +362%
BCM
720
Brookmont Capital Management
Texas
$3.94M -$1.45M -20,146 -29%
GIA
721
Gladstone Institutional Advisory
Florida
$3.9M +$195K +2,708 +6%
HAG
722
HF Advisory Group
Maryland
$3.9M +$486K +6,738 +16%
NL
723
NVWM LLC
Pennsylvania
$3.89M +$625K +8,663 +22%
CDDEC
724
Caisse Des Depots Et Consignations
France
$3.87M +$3.49M +48,355 New
LRWA
725
Long Run Wealth Advisors
New York
$3.85M -$181K -2,510 -5%

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.