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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
CIC
1326
Chilton Investment Company
Connecticut
$987K +$16.5K +229 +2%
EW
1327
Entruity Wealth
California
$986K -$44K -610 -5%
HCP
1328
Hardin Capital Partners
South Carolina
$985K +$72 +1 +0%
HIA
1329
Harbor Investment Advisory
Maryland
$984K +$8.29K +115 +0.9%
GG
1330
Greenwood Gearhart
Arkansas
$981K +$624K +8,649 +241%
NWM
1331
Northwest Wealth Management
Iowa
$979K -$433 -6 -0%
HIM
1332
Hanlon Investment Management
New Jersey
$976K +$670K +9,288 +321%
LFG
1333
Larson Financial Group
Missouri
$974K +$219K +3,035 +33%
KMWM
1334
Keudell/Morrison Wealth Management
Oregon
$973K +$2.02K +28 +0.2%
CIG
1335
Cullen Investment Group
Louisiana
$971K +$3.75K +52 +0.4%
RCA
1336
Resonant Capital Advisors
Wisconsin
$968K +$185K +2,559 +27%
WP
1337
Wealthspan Partners
Iowa
$964K +$1.15K +16 +0.1%
PA
1338
PFG Advisors
Arizona
$963K +$287K +3,980 +49%
TCOV
1339
Trust Company of Vermont
Vermont
$959K +$34.1K +473 +4%
NIM
1340
Northeast Investment Management
Massachusetts
$955K +$252K +3,500 +42%
FTC
1341
Farmers Trust Company
Ohio
$947K +$433 +6 +0.1%
HT
1342
HAP Trading
New York
$947K -$920K -12,755 -52%
IDA
1343
Intelligence Driven Advisers
California
$946K +$278K +3,861 +49%
WBCM
1344
Wilson & Boucher Capital Management
California
$945K -$7.21K -100 -0.8%
WIM
1345
Wittenberg Investment Management
Massachusetts
$944K -$10.8K -150 -1%
PFSC
1346
Peoples Financial Services Corp
Pennsylvania
$941K -$44.1K -611 -5%
PWMAG
1347
Pinnacle Wealth Management Advisory Group
New Jersey
$938K +$29.3K +406 +4%
RCM
1348
RB Capital Management
Nevada
$937K +$2.67K +37 +0.3%
MIM
1349
Morningstar Investment Management
Illinois
$936K +$88K +1,220 +12%
WIM
1350
WealthPlan Investment Management
Nebraska
$933K +$71.3K +989 +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.