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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
QI
726
Qtron Investments
Massachusetts
$3.82M -$125K -1,739 -4%
SIG
727
Stonegate Investment Group
Alabama
$3.81M +$102K +1,416 +3%
SG
728
Somerset Group
Minnesota
$3.81M
LWP
729
LMG Wealth Partners
Louisiana
$3.8M +$2.66M +36,840 +347%
TCA
730
Transcend Capital Advisors
New Jersey
$3.79M -$85.2K -1,181 -2%
CIP
731
Convergence Investment Partners
Florida
$3.78M -$395K -5,484 -10%
CHAM
732
Clear Harbor Asset Management
Connecticut
$3.77M +$33.9K +470 +1%
SJL
733
Shayne & Jacobs LLC
Tennessee
$3.76M -$87.1K -1,208 -3%
QT
734
Quantbot Technologies
New York
$3.74M +$3.37M +46,740 New
SAM
735
Shell Asset Management
Netherlands
$3.74M +$1.02M +14,093 +43%
TPI
736
Trust Point Inc
Wisconsin
$3.74M -$99.3K -1,377 -3%
JIC
737
Joel Isaacson & Co
New York
$3.74M -$15.4K -214 -0.5%
FPAS
738
Focus Partners Advisor Solutions
Missouri
$3.73M -$313K -4,345 -9%
UHC
739
Union Heritage Capital
Michigan
$3.68M
LOAMS
740
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.67M +$185K +2,567 +6%
HCM
741
Hilton Capital Management
New York
$3.66M +$3.29M +45,635 New
EH
742
Equitable Holdings
New York
$3.65M -$1.24M -17,219 -27%
AWM
743
Angeles Wealth Management
California
$3.65M +$63.3K +878 +2%
WF
744
Welch & Forbes
Massachusetts
$3.65M -$49.6K -688 -1%
MGIA
745
Moneta Group Investment Advisors
Missouri
$3.65M +$1.13M +15,624 +52%
GCP
746
GSA Capital Partners
United Kingdom
$3.64M +$3.28M +45,439 New
FMI
747
F/M Investments
District of Columbia
$3.63M +$185K +2,560 +6%
KCIC
748
Kuhn & Co Investment Counsel
Illinois
$3.6M -$4.4K -61 -0.1%
SCI
749
S&CO Inc
Massachusetts
$3.56M -$21.6K -300 -0.7%
RSWM
750
Robertson Stephens Wealth Management
California
$3.55M -$363K -5,039 -10%

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.