We are live on ! Find out more
WFC icon

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
EIA
2226
Edgemoor Investment Advisors
Maryland
$234K +$1.3K +18 +0.6%
BOH
2227
Bank of Hawaii
Hawaii
$234K -$18.1K -251 -8%
GWM
2228
GDS Wealth Management
Texas
$233K +$8.94K +124 +4%
RL
2229
Retireful LLC
Michigan
$233K +$210K +2,914 New
KL
2230
KWMG LLC
Kansas
$233K +$1.51K +21 +0.7%
BW
2231
Blalock Williams
Alabama
$233K -$1.15K -16 -0.5%
QL
2232
Quarry LP
New York
$230K -$354K -4,915 -63%
NLP
2233
Next Level Private
New York
$230K +$2.02K +28 +1%
AT
2234
American Trust
Kentucky
$229K -$5.19K -72 -2%
HFP
2235
Holistic Financial Partners
Indiana
$229K +$206K +2,860 New
CPC
2236
Cookson Peirce & Co
Pennsylvania
$229K +$206K +2,854 New
VBA
2237
von Borstel & Associates
Oregon
$228K +$2.31K +32 +1%
MFF
2238
Michels Family Financial
Texas
$228K +$577 +8 +0.3%
EFSCE
2239
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$205K +2,845 New
IWN
2240
Independent Wealth Network
Iowa
$228K +$3.89K +54 +2%
NWA
2241
New World Advisors
Massachusetts
$228K +$205K +2,842 New
LSA
2242
Lion Street Advisors
Texas
$226K +$203K +2,820 New
PIA
2243
Powell Investment Advisors
Florida
$226K
IF
2244
Ironwood Financial
Arizona
$225K
JC
2245
JB Capital
Connecticut
$224K +$721 +10 +0.4%
ERWM
2246
Elk River Wealth Management
Colorado
$224K
NC
2247
NewSquare Capital
Pennsylvania
$224K +$53.3K +739 +36%
WSWA
2248
Warren Street Wealth Advisors
California
$224K +$202K +2,798 New
UCB
2249
United Community Bank
South Carolina
$224K +$2.52K +35 +1%
CCAM
2250
Cascades Capital Asset Management
North Carolina
$224K +$69.8K +968 +53%

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.