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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
GCM
1776
G2 Capital Management
Ohio
$453K
EFA
1777
Evernest Financial Advisors
Indiana
$452K -$47.4K -657 -10%
BI
1778
Bradyco Inc
Massachusetts
$451K
IA
1779
Inspire Advisors
Idaho
$449K +$53.3K +739 +15%
FCAS
1780
First Command Advisory Services
Texas
$447K +$23.3K +323 +6%
SMC
1781
Smith, Moore & Co
Missouri
$444K +$14.1K +195 +4%
WMA
1782
Wealth Management Associates
New Jersey
$443K
PWP
1783
Pursue Wealth Partners
California
$443K
HR
1784
Hardy Reed
Mississippi
$442K -$38.1K -528 -9%
BFIC
1785
Bedell Frazier Investment Counselling
California
$441K
EMAM
1786
Encompass More Asset Management
California
$439K -$249K -3,448 -39%
Bank Julius Baer & Co
1787
Bank Julius Baer & Co
Switzerland
$438K +$1.01K +14 +0.3%
CCM
1788
Charter Capital Management
Wisconsin
$438K +$394K +5,471 New
ACM
1789
Arcataur Capital Management
Wisconsin
$437K -$1.8K -25 -0.5%
MFA
1790
Mayflower Financial Advisors
Massachusetts
$437K +$34.4K +477 +10%
NCM
1791
Narwhal Capital Management
Georgia
$436K -$3.32K -46 -0.8%
ACM
1792
Avalon Capital Management
California
$436K +$392K +5,436 New
DA
1793
Detalus Advisors
Missouri
$435K
RFA
1794
Register Financial Advisors
Georgia
$434K +$7.21K +100 +2%
DWAM
1795
Duncan Williams Asset Management
Tennessee
$432K -$16.8K -233 -4%
MCP
1796
Mirador Capital Partners
California
$430K +$5.7K +79 +1%
PCM
1797
Parsons Capital Management
Rhode Island
$429K -$28.8K -400 -7%
CTI
1798
Community Trust & Investment
Kentucky
$427K +$14.3K +198 +4%
NFP
1799
Narus Financial Partners
Utah
$426K +$24.1K +334 +7%
HIM
1800
Hillsdale Investment Management
Ontario, Canada
$426K +$94.5K +1,310 +33%

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.