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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
LPAM
1201
Lodestar Private Asset Management
California
$1.19M -$418K -5,797 -28%
Financial Engines Advisors
1202
Financial Engines Advisors
California
$1.19M +$58.8K +815 +6%
LI
1203
Lafayette Investments
Maryland
$1.19M -$43.3K -600 -4%
MIM
1204
MTM Investment Management
South Carolina
$1.18M +$361 +5 +0%
SWM
1205
Sendero Wealth Management
Texas
$1.18M -$92.2K -1,279 -8%
PWP
1206
Principle Wealth Partners
Connecticut
$1.18M +$2.88K +40 +0.3%
CMTU
1207
Capital Markets Trading (UK)
United Kingdom
$1.18M -$1.25M -17,389 -54%
PWPS
1208
Pinnacle Wealth Planning Services
Ohio
$1.17M -$128K -1,782 -11%
CWM
1209
Cornerstone Wealth Management
Missouri
$1.17M -$60.8K -843 -5%
SC
1210
SouthState Corp
Florida
$1.17M +$85.8K +1,190 +9%
KIA
1211
Knollwood Investment Advisory
Maryland
$1.17M
QWP
1212
Quotient Wealth Partners
Texas
$1.17M +$130K +1,808 +14%
JWM
1213
Jupiter Wealth Management
Colorado
$1.17M
BCA
1214
Bay Colony Advisors
Massachusetts
$1.17M -$9.23K -128 -0.9%
SIC
1215
Salem Investment Counselors
North Carolina
$1.17M
OCBCO
1216
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.16M -$890K -12,340 -46%
BCM
1217
Becker Capital Management
Oregon
$1.16M +$135K +1,869 +15%
FFA
1218
Fragasso Financial Advisors
Pennsylvania
$1.15M +$22.5K +312 +2%
CIA
1219
Cascade Investment Advisors
Oregon
$1.15M -$937 -13 -0.1%
KWA
1220
Kingswood Wealth Advisors
California
$1.15M +$73.5K +1,020 +8%
SN
1221
Sittner & Nelson
Oregon
$1.15M -$21.6K -299 -2%
MPIA
1222
Mountain Pacific Investment Advisers
Idaho
$1.15M -$238K -3,296 -19%
NSAM
1223
North Star Asset Management
Wisconsin
$1.15M +$133K +1,841 +15%
HBT
1224
Hills Bank & Trust
Iowa
$1.15M +$36.4K +505 +4%
PCS
1225
Personal CFO Solutions
New Jersey
$1.14M +$167K +2,312 +19%

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.