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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
FAB
1926
First American Bank
Illinois
$354K
WIM
1927
Warwick Investment Management
Texas
$354K -$68.3K -947 -18%
FAM
1928
Formidable Asset Management
Ohio
$354K
BFA
1929
Bill Few Associates
Pennsylvania
$354K -$4.9K -68 -2%
CCM
1930
Check Capital Management
California
$354K -$36.1K -500 -10%
RFP
1931
Root Financial Partners
California
$353K +$87.5K +1,214 +38%
CTA
1932
Colonial Trust Advisors
South Carolina
$353K +$38.1K +529 +14%
LAM
1933
Lewis Asset Management
California
$353K +$318K +4,407 New
CFS
1934
CRA Financial Services
New Jersey
$353K +$37.7K +523 +13%
KLWA
1935
Kelly Lawrence W & Associates
California
$353K
PC
1936
Prairiewood Capital
North Dakota
$353K
IP
1937
Ignite Planners
California
$352K -$2.09K -29 -0.7%
AIA
1938
Accelerate Investment Advisors
California
$352K -$32.9K -456 -9%
SP
1939
Stonebrook Private
Michigan
$352K -$7.79K -108 -2%
SI
1940
Seeds Investor
New York
$351K +$44.7K +620 +16%
CSC
1941
Caldwell Sutter Capital
California
$350K -$10.7K -148 -3%
IWA
1942
Integrity Wealth Advisors
California
$350K -$3.03K -42 -1%
BMWM
1943
Brown Miller Wealth Management
Virginia
$350K +$315K +4,364 New
OFW
1944
Omnia Family Wealth
Florida
$348K +$26K +360 +9%
FM
1945
Family Management
New York
$347K +$313K +4,336 New
LG
1946
Leuthold Group
Minnesota
$347K -$26.5K -368 -8%
EA
1947
Evolution Advisers
Virginia
$347K -$7.79K -108 -2%
GJWM
1948
Gilliland Jeter Wealth Management
Arkansas
$346K -$22.5K -312 -7%
PFA
1949
Professional Financial Advisors
Nebraska
$346K +$1.59K +22 +0.5%
ICP
1950
Impact Capital Partners
Colorado
$344K +$23.8K +330 +8%

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.