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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
ASC
1401
Atalanta Sosnoff Capital
New York
$834K -$100K -1,387 -12%
LJAC
1402
L.J. Altfest & Co
New York
$831K +$118K +1,639 +19%
MWM
1403
Manske Wealth Management
Texas
$830K -$86.5K -1,200 -10%
AM
1404
AGF Management
Ontario, Canada
$828K -$8.58K -119 -1%
PCG
1405
Prosperity Consulting Group
Maryland
$828K +$35.8K +497 +5%
NFTC
1406
North Forty Two & Co
Oregon
$826K -$12.4K -172 -2%
SC
1407
Steph & Co
Wisconsin
$821K
OC
1408
Opinicus Capital
Florida
$821K +$68.9K +955 +10%
LAM
1409
Lingohr Asset Management
Germany
$816K -$5.32M -73,837 -88%
OPCM
1410
Osborne Partners Capital Management
California
$814K
SWA
1411
Sax Wealth Advisors
New Jersey
$814K +$453K +6,287 +162%
FCM
1412
Fieldview Capital Management
Michigan
$813K -$3.03M -41,978 -81%
PA
1413
Perennial Advisors
New York
$811K +$288 +4 +0%
MCM
1414
Monument Capital Management
Virginia
$809K +$9.88K +137 +1%
FFIC
1415
First Fiduciary Investment Counsel
Ohio
$807K +$245K +3,400 +51%
JC
1416
Jacobs & Co
California
$804K
QWM
1417
Quadcap Wealth Management
Texas
$802K +$14.9K +206 +2%
LRPA
1418
L. Roy Papp & Associates
Arizona
$801K -$45.9K -637 -6%
PI
1419
Parkside Investments
Illinois
$801K
MCM
1420
Monarch Capital Management
Indiana
$801K +$3.75K +52 +0.5%
CCA
1421
Carrera Capital Advisors
Michigan
$799K -$10.2K -141 -1%
ZIG
1422
Zuckerman Investment Group
Illinois
$799K
AWAU
1423
Alliance Wealth Advisors (Utah)
Utah
$798K +$71.5K +991 +11%
VNA
1424
Valley National Advisers
Pennsylvania
$797K +$38.9K +540 +6%
BMC
1425
Beaton Management Company
Massachusetts
$793K

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.