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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
PAM
1151
Palisade Asset Management
Minnesota
$1.33M
CGL
1152
Clarius Group LLC
Washington
$1.33M -$167K -2,311 -12%
MT
1153
Midwest Trust
Kansas
$1.33M +$1.19M +16,560 New
BAG
1154
Bridgewealth Advisory Group
California
$1.33M +$1.19M +16,548 New
PWA
1155
Providence Wealth Advisors
Illinois
$1.32M +$52.3K +725 +4%
IC
1156
Iconiq Capital
California
$1.32M -$82.1K -1,138 -6%
LGA
1157
Lebenthal Global Advisors
New York
$1.32M +$81.8K +1,135 +7%
PMA
1158
Prudent Man Advisors
Illinois
$1.31M -$168K -2,328 -12%
IA
1159
Integrity Alliance
Iowa
$1.31M -$183K -2,536 -13%
CWS
1160
Cypress Wealth Services
California
$1.31M -$89.5K -1,242 -7%
CIAS
1161
Capital Investment Advisory Services
North Carolina
$1.31M +$91.7K +1,272 +8%
KCM
1162
Kathmere Capital Management
Pennsylvania
$1.3M +$115K +1,593 +11%
CCIA
1163
Campbell & Co Investment Adviser
Maryland
$1.3M +$116K +1,607 +11%
ACM
1164
Aster Capital Management
United Arab Emirates
$1.29M +$1.16M +16,120 New
GM
1165
GeoWealth Management
Illinois
$1.29M -$17.6K -244 -1%
AW
1166
Alteri Wealth
California
$1.28M +$258K +3,575 +29%
LD
1167
Lipe & Dalton
New York
$1.28M
CT
1168
Chicago Trust
Illinois
$1.28M +$269K +3,730 +31%
GFP
1169
Gryphon Financial Partners
Ohio
$1.28M +$43.7K +606 +4%
SAG
1170
SageView Advisory Group
California
$1.27M +$39.4K +547 +4%
BBA
1171
BLB&B Advisors
Pennsylvania
$1.27M -$75.4K -1,046 -6%
BGC
1172
Beutel, Goodman & Co
Ontario, Canada
$1.26M -$54.1K -750 -5%
LI
1173
LMCG Investments
Massachusetts
$1.26M -$49.8K -690 -4%
CW
1174
CreativeOne Wealth
Kansas
$1.26M +$56.4K +782 +5%
BFM
1175
Boothbay Fund Management
New York
$1.26M -$3.47M -48,115 -75%

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.