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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
SMA
1051
Sage Mountain Advisors
Georgia
$1.64M +$150K +2,084 +11%
PD
1052
Point72 (DIFC)
United Arab Emirates
$1.64M +$1.47M +20,426 New
LFAS
1053
Level Four Advisory Services
Texas
$1.63M -$39.1K -542 -3%
Walleye Trading
1054
Walleye Trading
New York
$1.63M -$4.1M -56,804 -74%
CIA
1055
Citadel Investment Advisory
Ohio
$1.63M -$50.5K -700 -3%
CTC
1056
Cetera Trust Company
Minnesota
$1.62M -$14.4K -200 -1%
LIA
1057
LS Investment Advisors
Michigan
$1.62M
UWS
1058
Unique Wealth Strategies
Illinois
$1.61M -$18.2K -253 -1%
FB
1059
Fulton Bank
Pennsylvania
$1.61M +$115K +1,594 +9%
FFBTD
1060
First Financial Bank - Trust Division
Ohio
$1.61M -$41.9K -581 -3%
BCWM
1061
Bartlett & Co Wealth Management
Ohio
$1.61M -$3.89K -54 -0.3%
HA
1062
Harbor Advisors
Florida
$1.6M
LCM
1063
Leisure Capital Management
California
$1.6M +$659K +9,145 +84%
BCG
1064
Breakwater Capital Group
New Jersey
$1.6M -$4.33K -60 -0.3%
KIG
1065
Kennedy Investment Group
New Jersey
$1.59M +$44.1K +611 +3%
PI
1066
PFG Investments
New York
$1.58M +$117K +1,622 +9%
TAM
1067
Tealwood Asset Management
Minnesota
$1.56M
VA
1068
VestGen Advisors
Illinois
$1.56M +$125K +1,737 +10%
HH
1069
Hilltop Holdings
Texas
$1.56M +$37.5K +520 +3%
EFH
1070
Eaton Financial Holdings
Florida
$1.55M +$1.4M +19,388 New
NEI
1071
Northwest & Ethical Investments
Ontario, Canada
$1.55M
ASBI
1072
American State Bank (Iowa)
Iowa
$1.54M -$11K -152 -0.8%
WTB
1073
Washington Trust Bank
Washington
$1.54M +$38.1K +529 +3%
CC
1074
Chicago Capital
Illinois
$1.54M +$649 +9 +0%
CT
1075
Caldwell Trust
Florida
$1.54M -$14.4K -200 -1%

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.