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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
BFIM
951
Beese Fulmer Investment Management
Ohio
$2.09M +$226K +3,136 +14%
CI
952
Conning Inc
Connecticut
$2.09M -$61.2K -849 -3%
ACS
953
Archford Capital Strategies
Illinois
$2.08M +$531K +7,361 +40%
EHC
954
Everett Harris & Co
California
$2.08M -$115K -1,600 -6%
PBT
955
Pictet Bank & Trust
Bahamas
$2.08M +$19K +264 +1%
CA
956
CWC Advisors
Oregon
$2.07M +$49.9K +692 +3%
SAM
957
Silvercrest Asset Management
New York
$2.06M +$80.4K +1,115 +5%
HCM
958
Howard Capital Management
Georgia
$2.06M +$211K +2,928 +13%
SC
959
Syon Capital
California
$2.06M +$232K +3,212 +14%
DWM
960
Drive Wealth Management
Utah
$2.04M -$9.01K -125 -0.5%
DAS
961
Diversify Advisory Services
Utah
$2.04M +$628K +8,714 +51%
RWP
962
RWA Wealth Partners
Massachusetts
$2.04M +$495K +6,869 +37%
TFA
963
Trinity Financial Advisors
Ohio
$2.03M -$6.78K -94 -0.4%
RMC
964
Resources Management Corp
Connecticut
$2.03M -$49.5K -687 -3%
CWM
965
Chemistry Wealth Management
New York
$2.01M -$10.7K -148 -0.6%
SPG
966
Strategic Planning Group
Utah
$2M +$1.58M +21,981 +724%
CCMT
967
CMT Capital Markets Trading
Germany
$2M +$1.03M +14,250 +133%
NHC
968
Nicholas Hoffman & Company
Georgia
$2M +$32.6K +452 +2%
PPWP
969
Premier Path Wealth Partners
New Jersey
$2M +$115K +1,593 +7%
JWM
970
Jeppson Wealth Management
California
$2M -$5.05K -70 -0.3%
WBC
971
West Branch Capital
Massachusetts
$1.99M +$202K +2,808 +13%
PB
972
Pinnacle Bancorp
Nebraska
$1.99M -$60.3K -837 -3%
BDLIB
973
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.99M
JSW
974
Journey Strategic Wealth
New Jersey
$1.98M +$476K +6,596 +36%
CIC
975
Carnegie Investment Counsel
Ohio
$1.98M -$307K -4,255 -15%

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.