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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
MCA
1801
Millennium Capital Advisors
Arkansas
$425K +$721 +10 +0.2%
IB
1802
Intrust Bank
Kansas
$425K -$111K -1,543 -23%
CC
1803
Constitution Capital
Connecticut
$425K
IC
1804
Inscription Capital
Texas
$423K -$7.64K -106 -2%
SFC
1805
SYM Financial Corp
Indiana
$422K +$26.2K +364 +7%
1C
1806
111 Capital
France
$422K +$380K +5,269 New
MFWP
1807
Mosaic Family Wealth Partners
Missouri
$422K +$9.3K +129 +3%
FFC
1808
First Financial Corp
Indiana
$421K -$9.81K -136 -3%
ST
1809
Smithfield Trust
Pennsylvania
$421K
VWA
1810
VSM Wealth Advisory
Maryland
$421K +$10.2K +142 +3%
UWPG
1811
Ullmann Wealth Partners Group
Florida
$420K +$24.3K +337 +7%
WTA
1812
Washington Trust Advisors
Massachusetts
$419K +$1.59K +22 +0.4%
GWWM
1813
Great Waters Wealth Management
Minnesota
$418K +$6.99K +97 +2%
MAM
1814
MMA Asset Management
Pennsylvania
$417K -$7.21K -100 -2%
MPCG
1815
Matrix Private Capital Group
New York
$417K -$5.26K -73 -1%
WFA
1816
Wellspring Financial Advisors
Ohio
$417K +$375K +5,200 New
MSA
1817
Marino Stram & Associates
Massachusetts
$416K +$1.59K +22 +0.4%
AP
1818
Americana Partners
Texas
$416K -$3.75K -52 -1%
GWM
1819
GK Wealth Management
Nevada
$416K -$10.8K -150 -3%
ACM
1820
Ayrshire Capital Management
Connecticut
$416K +$108K +1,493 +40%
FHC
1821
First Heartland Consultants
Missouri
$416K +$6.99K +97 +2%
NFC
1822
Northeast Financial Consultants
Connecticut
$416K
KWM
1823
Keebeck Wealth Management
Illinois
$415K +$16.5K +229 +5%
WF
1824
WoodTrust Financial
Wisconsin
$414K -$71.7K -994 -16%
RP
1825
Raelipskie Partnership
Ontario, Canada
$414K

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.