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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
CGH
2151
CMG Global Holdings
Texas
$256K
DDC
2152
DF Dent & Co
Maryland
$256K -$721K -10,000 -76%
BAM
2153
Brave Asset Management
New Jersey
$255K
YDMI
2154
Y.D. More Investments
Israel
$255K -$120K -1,659 -34%
CSB
2155
City State Bank
Iowa
$255K
YWM
2156
Yukon Wealth Management
Kansas
$255K +$9.52K +132 +4%
CCA
2157
Catalyst Capital Advisors
New York
$254K +$76.9K +1,067 +51%
FWM
2158
Forza Wealth Management
Florida
$254K
KOMWMG
2159
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$253K +$3.89K +54 +2%
ETS
2160
ESL Trust Services
New York
$253K -$6.34K -88 -3%
PFM
2161
Patton Fund Management
Texas
$253K +$228K +3,158 New
AP
2162
Atwood & Palmer
Missouri
$253K +$16.7K +231 +8%
LOAMU
2163
Lombard Odier Asset Management (USA)
New York
$253K +$227K +3,155 New
OAS
2164
Optivise Advisory Services
Tennessee
$253K +$21.8K +303 +11%
WFPG
2165
Waller Financial Planning Group
Ohio
$252K
MCCA
2166
Mill Creek Capital Advisors
Pennsylvania
$252K -$937 -13 -0.4%
BFC
2167
Blue Fin Capital
Rhode Island
$252K +$227K +3,143 New
NB
2168
Northwest Bancshares
Pennsylvania
$251K
SPF
2169
South Plains Financial
Texas
$251K
CS
2170
Candriam SCA
Luxembourg
$251K -$137K -1,905 -38%
CAWM
2171
Capital Advisors Wealth Management
Washington
$251K -$21.6K -300 -9%
MAM
2172
McLean Asset Management
Virginia
$251K +$220K +3,048 New
HFA
2173
Hutchinson Financial Advisors
Virginia
$251K +$226K +3,129 New
HFAS
2174
Hummer Financial Advisory Services
Illinois
$250K
SCG
2175
Sonata Capital Group
Washington
$250K

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.