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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
PTP
1426
Platform Technology Partners
New York
$790K -$3.03K -42 -0.4%
KAS
1427
KPP Advisory Services
Kentucky
$790K -$288 -4 -0%
RT
1428
Rockland Trust
Massachusetts
$789K
SIA
1429
Strategic Investment Advisors
Michigan
$783K -$108K -1,498 -13%
BRWM
1430
Blue Rock Wealth Management
North Carolina
$783K +$122K +1,692 +21%
GSC
1431
G&S Capital
Colorado
$781K +$3.53K +49 +0.5%
SC
1432
Sepio Capital
Utah
$781K -$53.6K -743 -7%
WIC
1433
Woodmont Investment Counsel
Tennessee
$780K +$5.19K +72 +0.7%
WP
1434
WealthShield Partners
North Carolina
$777K -$66.1K -917 -9%
RCM
1435
Radnor Capital Management
Pennsylvania
$777K
IIC
1436
Integrated Investment Consultants
Michigan
$775K -$11K -153 -2%
AWM
1437
Accurate Wealth Management
Florida
$773K +$68.6K +951 +11%
MMG
1438
Monetary Management Group
Missouri
$773K +$90.1K +1,250 +15%
FPB
1439
First PREMIER Bank
South Dakota
$771K -$1.44K -20 -0.2%
VST
1440
Van Strum & Towne
California
$771K -$1.3K -18 -0.2%
MSE
1441
MUFG Securities EMEA
United Kingdom
$770K +$693K +9,616 New
QPWM
1442
Quadrant Private Wealth Management
Pennsylvania
$770K +$8.36K +116 +1%
STA
1443
Smith Thornton Advisors
Alabama
$768K
RC
1444
Rexford Capital
Texas
$767K +$690K +9,574 New
CP
1445
Creekside Partners
California
$764K
ONST
1446
Old North State Trust
North Carolina
$764K +$3.1K +43 +0.5%
CVM
1447
Cheviot Value Management
California
$763K +$7.21K +100 +1%
GFM
1448
GF Fund Management
China
$761K -$685K -9,497 -50%
LW
1449
Linscomb Wealth
Texas
$758K -$8.51K -118 -1%
WB
1450
West Bancorporation
Iowa
$757K

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.