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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
RIL
926
Rothschild Investment LLC
Illinois
$2.3M -$2.38K -33 -0.1%
RHAM
927
Round Hill Asset Management
California
$2.28M -$40K -555 -2%
FCBT
928
First Citizens Bank & Trust
North Carolina
$2.26M -$604K -8,375 -23%
MAM
929
Mystic Asset Management
Rhode Island
$2.26M +$15.5K +215 +0.8%
NEWAS
930
N.E.W. Advisory Services
Wisconsin
$2.26M -$119K -1,655 -6%
LCOV
931
London Company of Virginia
Virginia
$2.25M -$11.8K -164 -0.6%
PFM
932
Potomac Fund Management
Florida
$2.25M -$29.1K -404 -1%
AWA
933
Arete Wealth Advisors
Illinois
$2.25M -$939K -13,019 -32%
BCI
934
Blue Capital Inc
Nebraska
$2.24M +$2.02M +28,003 New
PAM
935
Peak Asset Management
Colorado
$2.24M +$14.1K +196 +0.7%
M1FG
936
Mach-1 Financial Group
Arkansas
$2.23M -$1.08M -14,997 -35%
SICM
937
Sustainable Insight Capital Management
New York
$2.21M -$2.93M -40,678 -60%
ET
938
Equitable Trust
Tennessee
$2.21M +$124K +1,719 +7%
WIS
939
Wright Investors Service
Connecticut
$2.21M +$580K +8,045 +41%
ICM
940
Islay Capital Management
Texas
$2.19M
WKWM
941
Walter & Keenan Wealth Management
Indiana
$2.19M +$49.5K +686 +3%
PTC
942
Private Trust Company
Ohio
$2.19M +$66K +916 +3%
GA
943
Guerra Advisors
Florida
$2.15M +$327K +4,534 +20%
DT
944
Diversified Trust
Tennessee
$2.15M -$563K -7,808 -23%
DAS
945
Dynamic Advisor Solutions
Arizona
$2.14M -$338K -4,690 -15%
LFA
946
Legacy Financial Advisors
Kentucky
$2.14M +$604K +8,376 +46%
WTC
947
WhitTier Trust Company
Nevada
$2.14M -$10.8K -150 -0.6%
HCMT
948
Highland Capital Management (Tennessee)
Tennessee
$2.13M -$73.2K -1,015 -4%
AWA
949
Arkadios Wealth Advisors
Georgia
$2.12M +$121K +1,676 +7%
MYAM
950
Meiji Yasuda Asset Management
Japan
$2.1M -$2.77M -38,361 -59%

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.