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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
GITFIT
1876
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$385K +$21.6K +300 +7%
TWA
1877
Talisman Wealth Advisors
New Jersey
$383K +$14.4K +200 +4%
TAP
1878
Tounjian Advisory Partners
Florida
$382K -$9.81K -136 -2%
PVI
1879
Pine Valley Investments
New Jersey
$382K +$72 +1 +0%
GAM
1880
Gould Asset Management
California
$381K
ORC
1881
O'Rourke & Company
Massachusetts
$379K +$216 +3 +0.1%
GCA
1882
Gradient Capital Advisors
California
$378K +$41.8K +580 +14%
NWWA
1883
New Wave Wealth Advisors
Arkansas
$378K -$3.39K -47 -1%
GPW
1884
Genesis Private Wealth
Virginia
$378K +$117K +1,621 +52%
HNWAG
1885
High Net Worth Advisory Group
Florida
$377K +$339K +4,700 New
AG
1886
AlTi Global
New York
$377K -$54.2K -752 -14%
PWM
1887
Partners Wealth Management
California
$377K
FCMT
1888
Founders Capital Management (Texas)
Texas
$376K -$17.7K -245 -5%
AWM
1889
Ariadne Wealth Management
California
$376K +$97.4K +1,351 +39%
OP
1890
ORG Partners
Indiana
$375K +$223K +3,086 +201%
EI
1891
Ellevest Inc
New York
$375K -$32.6K -452 -9%
CPCM
1892
Cardinal Point Capital Management
Ontario, Canada
$375K +$337K +4,675 New
AIA
1893
Alternative Investment Advisors
Florida
$374K +$1.08K +15 +0.3%
MBTD
1894
Mechanics Bank - Trust Department
California
$374K -$425K -5,888 -56%
BCM
1895
Buckhead Capital Management
Georgia
$374K
CWMK
1896
Caliber Wealth Management (Kansas)
Kansas
$373K +$9.95K +138 +3%
BGAI
1897
Bruce G. Allen Investments
Colorado
$372K +$3.82K +53 +1%
AF
1898
Apexium Financial
Texas
$371K +$48.2K +668 +17%
SIC
1899
Samalin Investment Counsel
New York
$371K -$16.4K -227 -5%
FWTB
1900
First Western Trust Bank
Colorado
$370K -$1.37K -19 -0.4%

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.