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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
FSA
1001
Fort Sheridan Advisors
Illinois
$1.88M -$6.85K -95 -0.4%
EWA
1002
EverSource Wealth Advisors
Alabama
$1.87M -$12.8K -177 -0.8%
CNBTD
1003
Citizens National Bank Trust Department
Mississippi
$1.85M -$721 -10 -0%
JIP
1004
Jaffetilchin Investment Partners
Florida
$1.84M +$10.4K +144 +0.6%
JSL
1005
JT Stratford LLC
Georgia
$1.84M +$210K +2,910 +15%
Fisher Asset Management
1006
Fisher Asset Management
Washington
$1.84M -$405K -5,619 -20%
JF
1007
Jump Financial
Illinois
$1.84M +$189K +2,615 +13%
GRQ
1008
Gardner Russo & Quinn
Pennsylvania
$1.83M -$2.89M -40,053 -64%
SM
1009
Sweeney & Michel
California
$1.83M -$44.9K -623 -3%
HFM
1010
Hartford Funds Management
Pennsylvania
$1.83M +$41.2K +572 +3%
MG
1011
Mather Group
Illinois
$1.83M -$46.3K -642 -3%
RPC
1012
Rossmore Private Capital
Connecticut
$1.82M +$30.7K +426 +2%
OCM
1013
One Capital Management
California
$1.82M -$77.7K -1,078 -5%
GCM
1014
Glaxis Capital Management
Florida
$1.82M +$1.64M +22,697 New
CWA
1015
Crux Wealth Advisors
California
$1.82M +$486K +6,737 +42%
HIC
1016
Holderness Investments Company
North Carolina
$1.82M -$62.1K -861 -4%
AL
1017
Aspiriant LLC
California
$1.81M +$55.4K +769 +4%
SIA
1018
SeaBridge Investment Advisors
New Jersey
$1.81M -$613K -8,502 -27%
APM
1019
Advanced Portfolio Management
New York
$1.81M +$1.26M +17,500 +347%
HSA
1020
HBK Sorce Advisory
Pennsylvania
$1.81M -$145K -2,008 -8%
SCTC
1021
Sanibel Captiva Trust Company
Florida
$1.8M +$93.4K +1,296 +6%
WG
1022
Welch Group
Alabama
$1.8M +$72.5K +1,006 +5%
AWA
1023
Aaron Wealth Advisors
Illinois
$1.8M +$129K +1,794 +9%
BHBT
1024
Burke & Herbert Bank & Trust
Virginia
$1.79M -$1.08K -15 -0.1%
CCM
1025
Collar Capital Management
Wisconsin
$1.77M +$3.39K +47 +0.2%

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.