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Wells Fargo
WFC

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: 83 → 91 (+8)

3% more funds holding

Funds holding: 2,552 → 2,627 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$719M
2
Bank of America
Bank of America
North Carolina
+$562M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$425M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$385M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$290M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$568M
2
Dodge & Cox
Dodge & Cox
California
-$496M
3
DZ Bank
DZ Bank
Germany
-$438M
4
BlackRock
BlackRock
New York
-$433M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$428M
Name Holding Trade Value Shares
Change 		Change in
Stake
MYLI
826
Meiji Yasuda Life Insurance
Japan
$2.98M -$104K -1,438 -4%
FM
827
Freemont Management
Switzerland
$2.97M +$627K +8,700 +31%
LS
828
Livforsakringsbolaget Skandia
Sweden
$2.97M +$173K +2,400 +7%
EWM
829
Evercore Wealth Management
New York
$2.97M +$18K +249 +0.7%
MCM
830
Mainstay Capital Management
Michigan
$2.97M +$1.36M +18,853 +104%
SCM
831
Schnieders Capital Management
California
$2.93M +$390K +5,408 +17%
AMM
832
American Money Management
California
$2.93M -$9.37K -130 -0.4%
SS
833
SBI Securities
Japan
$2.93M -$115K -1,596 -4%
FDP
834
Financiere des Professionnels
Quebec, Canada
$2.92M -$7.43K -103 -0.3%
CPC
835
Congress Park Capital
New York
$2.91M +$301K +4,173 +13%
CPIG
836
Chicago Partners Investment Group
Illinois
$2.91M +$45.6K +632 +2%
CWM
837
Congress Wealth Management
Massachusetts
$2.89M +$532K +7,380 +26%
BBHC
838
Brown Brothers Harriman & Co
New York
$2.89M +$191K +2,645 +8%
KWS
839
Keystone Wealth Services
California
$2.88M +$649 +9 +0%
NW
840
Naviter Wealth
Arkansas
$2.88M +$22.1K +307 +0.9%
NB
841
NBT Bank
New York
$2.87M -$18.1K -251 -0.7%
MIM
842
Marco Investment Management
Georgia
$2.83M +$388K +5,383 +18%
MAM
843
Marotta Asset Management
Virginia
$2.82M -$4.04K -56 -0.2%
PCM
844
Polymer Capital Management
New York
$2.79M +$2.51M +34,794 New
AC
845
Apella Capital
Connecticut
$2.78M +$196K +2,725 +9%
LA
846
LBP AM
France
$2.77M -$1.26M -17,534 -34%
FPWM
847
FSB Premier Wealth Management
Iowa
$2.77M +$411K +5,707 +20%
QI
848
QV Investors
Alberta, Canada
$2.76M +$16.6K +230 +0.7%
JFGIW
849
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.76M +$122K +1,693 +5%
GSEP
850
Golden State Equity Partners
California
$2.75M +$101K +1,404 +4%
32 33
34
35 36

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.