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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
AFS
2276
Axiom Financial Strategies
Indiana
$216K +$194K +2,691 New
GWA
2277
Gratus Wealth Advisors
Virginia
$215K +$194K +2,688 New
CCFM
2278
Clear Creek Financial Management
Washington
$214K +$193K +2,672 New
LA
2279
LM Advisors
California
$214K +$192K +2,667 New
IA
2280
IFC Advisors
California
$214K +$193K +2,670 New
HFS
2281
Howard Financial Services
Texas
$213K -$13.7K -190 -7%
NCM
2282
NCM Capital Management
New Jersey
$213K +$192K +2,660 New
ITB
2283
Idaho Trust Bank
Idaho
$213K +$192K +2,658 New
OCM
2284
Orion Capital Management
California
$213K +$144 +2 +0.1%
CCP
2285
Clarkston Capital Partners
Michigan
$212K +$191K +2,650 New
GGS
2286
Galvin Gaustad & Stein
Arizona
$212K +$191K +2,650 New
KFS
2287
Kurt F. Somerville
$212K +$191K +2,650 New
BIA
2288
BHK Investment Advisors
Alabama
$212K +$191K +2,646 New
PA
2289
Parkside Advisors
California
$212K +$191K +2,644 New
WRPWM
2290
Werba Rubin Papier Wealth Management
California
$211K +$190K +2,638 New
SCM
2291
Spring Capital Management
Texas
$211K +$190K +2,638 New
SAA
2292
Southeast Asset Advisors
Georgia
$211K +$190K +2,636 New
LF
2293
LifePlan Financial
Minnesota
$211K -$63.8K -885 -25%
NMG
2294
New Millennium Group
Utah
$211K +$288 +4 +0.2%
IGGA
2295
Iron Gate Global Advisors
Utah
$210K +$189K +2,619 New
FWM
2296
Focused Wealth Management
New York
$210K +$189K +2,616 New
CB
2297
Centennial Bank
Arkansas
$209K -$30.3K -420 -14%
MTIC
2298
Missouri Trust & Investment Company
Missouri
$209K
BIA
2299
Beacon Investment Advisors
Maryland
$208K +$189K +2,621 New
EP
2300
Essential Planning
New Hampshire
$208K +$187K +2,596 New

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.