We are live on ! Find out more
WFC icon

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
MAM
1276
Madison Asset Management
Wisconsin
$1.07M -$318K -4,408 -25%
PCA
1277
Providence Capital Advisors
North Carolina
$1.07M -$76.9K -1,066 -7%
ITFISA
1278
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.06M -$63.5K -881 -6%
CWM
1279
C2C Wealth Management
Arizona
$1.06M
WAM
1280
Weatherly Asset Management
California
$1.06M +$3.68K +51 +0.4%
1SB
1281
1ST Source Bank
Indiana
$1.06M +$3.46K +48 +0.4%
SXL
1282
Summit X LLC
Missouri
$1.06M +$552K +7,652 +138%
LCAM
1283
London & Capital Asset Management
United Kingdom
$1.06M
SWM
1284
Spire Wealth Management
Virginia
$1.06M -$325K -4,505 -25%
OWP
1285
Obermeyer Wealth Partners
Colorado
$1.05M -$196K -2,722 -17%
EB
1286
Eastern Bank
Massachusetts
$1.05M -$97.8K -1,356 -9%
SW
1287
SVB Wealth
Massachusetts
$1.05M +$946K +13,124 New
PFBT
1288
Parkside Financial Bank & Trust
Missouri
$1.05M +$57K +791 +6%
RCWM
1289
Royal Capital Wealth Management
Indiana
$1.05M +$1.51K +21 +0.2%
WA1
1290
Wimmer Associates 1
California
$1.05M +$18K +250 +2%
SWM
1291
Shakespeare Wealth Management
Wisconsin
$1.04M +$937 +13 +0.1%
CAG
1292
Csenge Advisory Group
Florida
$1.04M +$11.5K +159 +1%
SFG
1293
Sather Financial Group
Texas
$1.04M +$256K +3,556 +38%
MWM
1294
Modern Wealth Management
Kansas
$1.04M +$6.56K +91 +0.7%
MSWM
1295
McGlone Suttner Wealth Management
Wisconsin
$1.04M +$30.6K +424 +3%
XF
1296
XML Financial
Maryland
$1.04M -$244K -3,388 -21%
WWM
1297
Western Wealth Management
Colorado
$1.04M -$59.3K -823 -6%
AHL
1298
Abel Hall LLC
Louisiana
$1.04M +$130K +1,802 +16%
FFG
1299
Fiduciary Financial Group
California
$1.03M +$3.89K +54 +0.4%
MCM
1300
Manchester Capital Management
Vermont
$1.03M +$256K +3,550 +38%

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.