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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
VNIM
751
Vaughan Nelson Investment Management
Texas
$3.55M
VFA
752
Voya Financial Advisors
Connecticut
$3.55M +$132K +1,824 +4%
DLCIG
753
D.L. Carlson Investment Group
New Hampshire
$3.53M -$8K -111 -0.3%
BCM
754
Brookstone Capital Management
Illinois
$3.53M +$246K +3,408 +8%
ACI
755
Alpha Cubed Investments
California
$3.53M +$97.6K +1,353 +3%
FIA
756
Foundations Investment Advisors
Arizona
$3.51M +$404K +5,609 +15%
CIC
757
Cornercap Investment Counsel
Georgia
$3.5M -$506K -7,016 -14%
WWA
758
WCG Wealth Advisors
Nevada
$3.46M -$29.7K -412 -0.9%
SSWM
759
Smith Salley Wealth Management
North Carolina
$3.46M -$41.2K -572 -1%
CA
760
Cullinan Associates
Kentucky
$3.46M +$15.9K +220 +0.5%
PCIA
761
Prime Capital Investment Advisors
Kansas
$3.44M -$1.17M -16,277 -27%
HPC
762
HM Payson & Co
Maine
$3.44M -$104K -1,439 -3%
AC
763
Avestar Capital
New York
$3.44M +$77.9K +1,080 +3%
Connor, Clark & Lunn Investment Management (CC&L)
764
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.44M +$3.09M +42,881 New
BP
765
Ballentine Partners
Massachusetts
$3.43M -$60.2K -835 -2%
SP
766
SWS Partners
Ohio
$3.42M -$131K -1,823 -4%
FSA
767
Franklin Street Advisors
North Carolina
$3.41M -$15.9K -220 -0.5%
GI
768
GS Investments
Minnesota
$3.4M
I
769
InvesTrust
Oklahoma
$3.39M -$4.59M -63,657 -60%
CIA
770
Capital Investment Advisors
Georgia
$3.39M -$187K -2,593 -6%
BEI
771
Benjamin Edwards Inc
Missouri
$3.39M +$378K +5,238 +14%
TCPW
772
Twin City Private Wealth
North Carolina
$3.38M -$318K -4,416 -9%
WB
773
WesBanco Bank
West Virginia
$3.38M +$483K +6,698 +19%
NAAA
774
New Age Alpha Advisors
New York
$3.38M -$991K -13,741 -25%
PBK
775
Peoples Bank (Kansas)
Kansas
$3.38M -$8.36K -116 -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.