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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
MW
1751
MBL Wealth
North Carolina
$471K -$9.09K -126 -2%
IFU
1752
iSAM Funds (UK)
United Kingdom
$471K -$57.2K -793 -12%
TCB
1753
Texas Capital Bancshares
Texas
$469K -$102K -1,408 -19%
HCWM
1754
Hidden Cove Wealth Management
Washington
$467K +$10.4K +144 +3%
PPG
1755
Peak Planning Group
Colorado
$467K +$6.13K +85 +1%
AA
1756
ALPS Advisors
Colorado
$465K -$73.5K -1,020 -15%
NCM
1757
Novare Capital Management
North Carolina
$464K +$105K +1,457 +34%
AF
1758
Arrow Financial
New York
$464K -$8.07K -112 -2%
ETC
1759
Exchange Traded Concepts
Oklahoma
$463K -$562K -7,800 -57%
ITIM
1760
Indiana Trust & Investment Management
Indiana
$463K
PFW
1761
Petros Family Wealth
Minnesota
$461K -$79.2K -1,098 -16%
CFP
1762
Cascade Financial Partners
California
$461K -$28.8K -400 -7%
BBW
1763
Blue Barn Wealth
Utah
$460K +$54.4K +755 +15%
MA
1764
Mezzasalma Advisors
New Jersey
$459K -$937 -13 -0.2%
DWM
1765
Denver Wealth Management
Colorado
$459K +$577 +8 +0.1%
1WA
1766
180 Wealth Advisors
Washington
$459K -$7.64K -106 -2%
OAM
1767
Oxford Asset Management
United Kingdom
$458K +$412K +5,721 New
SIMG
1768
Sonora Investment Management Group
Arizona
$458K +$73.3K +1,017 +22%
NPA
1769
Nichols & Pratt Advisers
Massachusetts
$457K -$36.1K -500 -8%
SNBOSD
1770
Security National Bank of So Dak
Iowa
$457K
JSAM
1771
J. Safra Asset Management
New York
$455K +$18.9K +262 +5%
FC
1772
Forte Capital
New York
$455K +$43.9K +609 +12%
UF
1773
Univest Financial
Pennsylvania
$455K -$21.2K -294 -5%
TW
1774
Traveka Wealth
California
$454K +$64K +888 +19%
PCG
1775
PFC Capital Group
California
$454K -$11K -153 -3%

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.