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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
LF
1176
Lantz Financial
Illinois
$1.25M +$2.6K +36 +0.2%
CA
1177
Continuum Advisory
Idaho
$1.25M -$262K -3,637 -19%
ACM
1178
Aljian Capital Management
Nevada
$1.25M +$87.7K +1,217 +8%
SMF
1179
Scott Marsh Financial
Utah
$1.25M +$1.12M +15,576 New
DWA
1180
Douglass Winthrop Advisors
New York
$1.23M -$7.71K -107 -0.7%
LIM
1181
Longfellow Investment Management
Massachusetts
$1.23M
TNB
1182
Thomasville National Bank
Georgia
$1.23M +$42.4K +588 +4%
QP
1183
Quilter Plc
United Kingdom
$1.23M
SIM
1184
Sterling Investment Management
Arizona
$1.23M -$5.19K -72 -0.5%
NSIM
1185
North Star Investment Management
Illinois
$1.22M +$216 +3 +0%
SC
1186
Sawyer & Company
Massachusetts
$1.22M -$90.2K -1,251 -8%
TFA
1187
Tranquilli Financial Advisor
New Jersey
$1.22M +$42.3K +586 +4%
Kayne Anderson Rudnick Investment Management
1188
Kayne Anderson Rudnick Investment Management
California
$1.22M +$213K +2,961 +24%
IVP
1189
Intrinsic Value Partners
Arizona
$1.22M -$6.71K -93 -0.6%
HCM
1190
Hutner Capital Management
Vermont
$1.21M +$72 +1 +0%
PL
1191
Plancorp LLC
Missouri
$1.21M -$17.9K -248 -2%
CRWM
1192
Castle Rock Wealth Management
California
$1.2M +$1.8K +25 +0.2%
TWP
1193
Tyche Wealth Partners
Texas
$1.2M +$110K +1,529 +11%
BF
1194
Brucke Financial
Indiana
$1.2M -$6.99K -97 -0.6%
CP
1195
Clarendon Private
Massachusetts
$1.2M +$123K +1,703 +13%
HWAM
1196
Hennion & Walsh Asset Management
New Jersey
$1.2M -$9.88K -137 -0.9%
BFG
1197
Berger Financial Group
Minnesota
$1.19M +$180K +2,502 +20%
HCP
1198
Hexagon Capital Partners
Arkansas
$1.19M -$38.6K -535 -3%
WA
1199
WP Advisors
California
$1.19M -$3.46K -48 -0.3%
RCM
1200
Raleigh Capital Management
North Carolina
$1.19M -$9.59K -133 -0.9%

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.