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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
FBT
1076
First Bank & Trust
South Dakota
$1.53M -$28.5K -395 -2%
WI
1077
WrapManager Inc
California
$1.52M -$693K -9,611 -34%
CC
1078
Courier Capital
New York
$1.52M +$1.37K +19 +0.1%
IAS
1079
Insigneo Advisory Services
Florida
$1.52M +$169K +2,343 +14%
PFO
1080
PMC FIG Opportunities
Israel
$1.51M +$61.4K +852 +5%
IAMOG
1081
Investors Asset Management of Georgia
Georgia
$1.51M +$1.66K +23 +0.1%
LA
1082
LexAurum Advisors
Kansas
$1.51M +$505 +7 +0%
IWM
1083
IHT Wealth Management
Illinois
$1.5M +$98.4K +1,365 +8%
MEAC
1084
M.E. Allison & Co
Texas
$1.5M -$45.6K -633 -3%
LCM
1085
Lazari Capital Management
California
$1.5M +$35.6K +494 +3%
FDS
1086
First Dallas Securities
Texas
$1.5M -$43.1K -598 -3%
WBWA
1087
William B. Walkup & Associates
South Carolina
$1.49M -$2.16K -30 -0.2%
TCOT
1088
Trust Company of Toledo
Ohio
$1.48M -$71.7K -995 -5%
RPCONE
1089
Retirement Planning Company of New England
Rhode Island
$1.48M +$2.67K +37 +0.2%
AC
1090
Annandale Capital
Texas
$1.48M +$505 +7 +0%
MSR
1091
Main Street Research
Connecticut
$1.47M -$36.1K -500 -3%
MCM
1092
MV Capital Management
Maryland
$1.47M +$3.39K +47 +0.3%
EFS
1093
Essex Financial Services
Connecticut
$1.47M +$20K +277 +2%
CGPCS
1094
Capital Group Private Client Services
California
$1.47M -$335K -4,641 -20%
EM
1095
Excalibur Management
Massachusetts
$1.46M -$22.2K -308 -2%
AWP
1096
Accretive Wealth Partners
New Jersey
$1.46M +$920K +12,764 +235%
CNBT
1097
Canandaigua National Bank & Trust
New York
$1.46M +$725K +10,056 +124%
EA
1098
Eclectic Associates
California
$1.45M +$170K +2,363 +15%
SL
1099
Sentry LLC
Tennessee
$1.45M -$20K -278 -2%
1IA
1100
1834 Investment Advisors
Wisconsin
$1.44M +$16.7K +231 +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.