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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
EWA
1101
Exencial Wealth Advisors
Oklahoma
$1.44M +$9.45K +131 +0.7%
BOC
1102
Barbara Oil Co
Illinois
$1.44M
FNT
1103
First National Trust
Pennsylvania
$1.43M -$22.5K -312 -2%
VBFP
1104
Valtinson Bruner Financial Planning
Minnesota
$1.43M +$1.95K +27 +0.2%
RAG
1105
RIA Advisory Group
Iowa
$1.43M +$216 +3 +0%
KP
1106
Keel Point
Alabama
$1.43M +$265K +3,677 +26%
KFSC
1107
Keystone Financial Services (Colorado)
Colorado
$1.43M +$30.2K +419 +2%
MFIM
1108
Mesirow Financial Investment Management
Illinois
$1.43M -$1.39M -19,268 -52%
JCM
1109
Jacobi Capital Management
Pennsylvania
$1.42M +$13.1K +182 +1%
DWM
1110
Dakota Wealth Management
Florida
$1.42M +$34.8K +483 +3%
WBG
1111
Wharton Business Group
Pennsylvania
$1.42M
GH
1112
GAM Holding
Switzerland
$1.42M +$1.27M +17,670 New
AI
1113
Accredited Investors
Minnesota
$1.42M +$220K +3,055 +21%
AIA
1114
Affinity Investment Advisors
California
$1.41M -$99.1K -1,374 -7%
PIM
1115
Penobscot Investment Management
Massachusetts
$1.41M +$5.48K +76 +0.4%
ESB
1116
Essex Savings Bank
Connecticut
$1.41M -$1.3K -18 -0.1%
HAM
1117
Hedges Asset Management
Nevada
$1.4M -$433K -6,000 -26%
GPA
1118
Garrison Point Advisors
California
$1.4M -$7.21K -100 -0.6%
HDA
1119
Harold Davidson & Associates
California
$1.4M +$1.26M +17,421 New
BP
1120
BBR Partners
New York
$1.39M -$2.16K -30 -0.2%
BAM
1121
Belpointe Asset Management
Nevada
$1.39M +$405K +5,621 +48%
SG
1122
StoneX Group
New York
$1.39M +$246K +3,410 +24%
HT
1123
Headlands Technologies
Illinois
$1.39M -$3.59M -49,764 -74%
DWA
1124
Delap Wealth Advisory
Oregon
$1.39M -$59.5K -825 -5%
VWM
1125
Vivid Wealth Management
Iowa
$1.38M +$9.59K +133 +0.8%

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.