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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
KCM
1226
Kanawha Capital Management
Virginia
$1.14M +$64.9K +900 +7%
FNBSF
1227
First National Bank Sioux Falls
South Dakota
$1.14M +$2.16K +30 +0.2%
AC
1228
AlphaCore Capital
California
$1.14M +$244K +3,384 +31%
CCM
1229
Cohen Capital Management
California
$1.13M
FRM
1230
Fox Run Management
Connecticut
$1.13M +$1.02M +14,154 New
SPA
1231
Sherbrooke Park Advisers
New York
$1.13M +$492K +6,826 +93%
VPP
1232
Vertex Planning Partners
Illinois
$1.13M -$4.47K -62 -0.4%
AWM
1233
Arista Wealth Management
Nevada
$1.13M +$712K +9,874 +232%
LF
1234
LifeSteps Financial
California
$1.13M +$1.3K +18 +0.1%
MMHP
1235
Murphy Middleton Hinkle & Parker
Georgia
$1.13M
FFA
1236
Florida Financial Advisors
Florida
$1.13M +$5.84K +81 +0.6%
I
1237
InceptionR
California
$1.13M +$1.02M +14,115 New
TCM
1238
Telos Capital Management
California
$1.13M +$56.9K +789 +6%
CWP
1239
Cyndeo Wealth Partners
Florida
$1.13M +$23.2K +322 +2%
CBA
1240
Coastal Bridge Advisors
Connecticut
$1.13M +$1.02M +14,079 New
SC
1241
Scratch Capital
Idaho
$1.13M -$89.1K -1,236 -8%
SAM
1242
Sompo Asset Management
Japan
$1.13M -$306K -4,250 -23%
AGWCA
1243
Annis Gardner Whiting Capital Advisors
Florida
$1.13M +$17.9K +248 +2%
PCFFS
1244
Pacific Center for Financial Services
California
$1.12M -$28K -389 -3%
CSC
1245
Cove Street Capital
California
$1.12M
MSFS
1246
Main Street Financial Solutions
Pennsylvania
$1.12M +$531K +7,368 +111%
RWP
1247
Ridgecrest Wealth Partners
California
$1.12M -$1.66K -23 -0.2%
I
1248
INVST
Indiana
$1.12M -$8.87K -123 -0.9%
CWP
1249
Concord Wealth Partners
Virginia
$1.12M +$81.2K +1,126 +9%
CAMV
1250
Concord Asset Management (Virginia)
Virginia
$1.12M +$85.8K +1,190 +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.