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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
MOS
851
MGO One Seven
Ohio
$2.74M +$184K +2,557 +8%
AFCM
852
Applied Finance Capital Management
Puerto Rico
$2.74M +$2.47M +34,207 New
MIM
853
Miller Investment Management
Pennsylvania
$2.73M
GC
854
Grimes & Company
Massachusetts
$2.72M +$143K +1,987 +6%
CPBTD
855
Central Pacific Bank - Trust Division
Hawaii
$2.72M -$103K -1,430 -4%
EFM
856
E Fund Management
China
$2.71M -$611K -8,477 -20%
VVP
857
Venture Visionary Partners
Ohio
$2.71M -$145K -2,014 -6%
GIA
858
GHP Investment Advisors
Colorado
$2.68M +$38.9K +540 +2%
MGWM
859
Marks Group Wealth Management
Minnesota
$2.68M +$234K +3,245 +11%
GAG
860
GM Advisory Group
New York
$2.68M +$438K +6,081 +22%
LAM
861
Lummis Asset Management
Texas
$2.67M -$18.5K -256 -0.8%
BSI
862
Bennett Selby Investments
Maine
$2.66M +$29.4K +408 +1%
NAS
863
Nicolet Advisory Services
Wisconsin
$2.65M +$12.9K +179 +0.5%
TPW
864
Talon Private Wealth
Florida
$2.65M +$323K +4,486 +16%
OTL
865
Oak Thistle LLC
New York
$2.64M +$2.38M +32,987 New
APC
866
Aspire Private Capital
North Carolina
$2.62M +$124K +1,721 +6%
ACA
867
Aptus Capital Advisors
Alabama
$2.62M +$86K +1,193 +4%
SIP
868
Stoneridge Investment Partners
Pennsylvania
$2.62M +$1.45M +20,175 +161%
OWA
869
One Wealth Advisors
California
$2.62M -$29.9K -414 -1%
AG
870
Advocate Group
Minnesota
$2.6M +$2.34M +32,433 New
NCM
871
Northside Capital Management
Oregon
$2.59M +$347K +4,819 +18%
MWM
872
Massachusetts Wealth Management
Massachusetts
$2.59M +$14.4K +200 +0.6%
AG
873
Ascent Group
Virginia
$2.59M -$776K -10,760 -25%
BIG
874
Brooklyn Investment Group
New York
$2.58M +$415K +5,749 +22%
SACTSONJ
875
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.58M

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.