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
CSPIA
1726
Cary Street Partners Investment Advisory
Virginia
$488K +$64.8K +899 +17%
WC
1727
Westhampton Capital
North Carolina
$488K
HWM
1728
Hohimer Wealth Management
Washington
$486K +$72 +1 +0%
SFO
1729
Stokes Family Office
Louisiana
$486K -$2.02K -28 -0.5%
WPWM
1730
Western Pacific Wealth Management
Illinois
$485K -$41.5K -576 -9%
SMWM
1731
Silvia McColl Wealth Management
California
$485K +$72 +1 +0%
FNBOH
1732
First National Bank of Hutchinson
Kansas
$483K
CT
1733
Colonial Trust
South Carolina
$483K +$1.15K +16 +0.3%
BMWS
1734
Brady Martz Wealth Solutions
North Dakota
$482K +$92.1K +1,278 +27%
AAS
1735
Annex Advisory Services
Wisconsin
$481K
CAM
1736
Campion Asset Management
Virginia
$480K -$29.4K -408 -6%
WA
1737
WealthTrust Axiom
Pennsylvania
$480K +$72.1K +1,000 +20%
AFG
1738
Allegheny Financial Group
Pennsylvania
$479K +$2.31K +32 +0.5%
SFS
1739
Stiles Financial Services
Minnesota
$478K +$2.31K +32 +0.5%
FA
1740
Fountainhead AM
New Jersey
$478K +$130K +1,801 +43%
FCFC
1741
First Citizens Financial Corp
Iowa
$477K -$17.8K -247 -4%
SWM
1742
Silverlake Wealth Management
Vermont
$476K -$5.7K -79 -1%
NRC
1743
New Republic Capital
North Carolina
$476K +$25K +347 +6%
LWL
1744
Leo Wealth LLC
Texas
$476K +$82.8K +1,149 +24%
SWM
1745
Stockman Wealth Management
Montana
$475K +$129K +1,788 +43%
TAM
1746
Titleist Asset Management
Texas
$474K -$21K -291 -5%
FIM
1747
Fruth Investment Management
Texas
$474K
PTB
1748
Pioneer Trust Bank
Oregon
$473K
FCA
1749
FLC Capital Advisors
California
$472K +$211K +2,925 +99%
SC
1750
Searle & Co
Connecticut
$472K

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.