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
KFGK
1676
Keystone Financial Group (Kentucky)
Kentucky
$525K +$3.68K +51 +0.8%
AMIM
1677
Aull & Monroe Investment Management
Alabama
$522K -$14.4K -200 -3%
LIP
1678
Lighthouse Investment Partners
Florida
$520K -$21.9M -303,821 -98%
RIS
1679
Richmond Investment Services
Wisconsin
$515K +$261K +3,618 +129%
SCM
1680
Sterneck Capital Management
Missouri
$514K +$30.2K +419 +7%
MAG
1681
M3 Advisory Group
Massachusetts
$512K +$2.6K +36 +0.6%
CFO
1682
CVA Family Office
Colorado
$512K -$13.3K -185 -3%
PMSA
1683
Patrick M. Sweeney & Associates
Illinois
$511K +$40.1K +556 +10%
HKIM
1684
Hayek Kallen Investment Management
Alabama
$510K +$115K +1,600 +34%
DSC
1685
Duncker Streett & Co
Missouri
$510K +$22.3K +309 +5%
APG
1686
Abacus Planning Group
South Carolina
$509K +$41.1K +570 +10%
RWPA
1687
Richard W. Paul & Associates
Michigan
$509K -$1.88K -26 -0.4%
WF
1688
Wayfinding Financial
Washington
$509K -$32.7K -453 -6%
AC
1689
Allstate Corporation
Illinois
$508K -$8.14M -112,959 -95%
SB
1690
Simmons Bank
Arkansas
$508K -$18.6K -258 -4%
EW
1691
Evoke Wealth
California
$508K -$94.5K -1,310 -17%
SFI
1692
SPC Financial Inc
Maryland
$507K +$5.48K +76 +1%
SC
1693
Schulhoff & Co
Ohio
$505K -$35.9K -498 -7%
CWM
1694
Circle Wealth Management
New Jersey
$505K -$134K -1,862 -23%
FRA
1695
Front Row Advisors
California
$504K
FFG
1696
Fortress Financial Group
Minnesota
$504K +$1.15K +16 +0.3%
WPP
1697
Whalerock Point Partners
Rhode Island
$503K +$84.7K +1,175 +23%
SAM
1698
Sequent Asset Management
Texas
$503K -$34K -472 -7%
LWM
1699
Lakeridge Wealth Management
Ohio
$503K -$865 -12 -0.2%
VCP
1700
Verus Capital Partners
Arizona
$503K +$31.8K +441 +8%

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.